Douglas Van Sickle is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including American General Life Insurance, Edward Jones, and Natixis Global Asset Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is registered as a commodity pool operator and serves multiple registered investment companies while delivering model portfolios through systematic methodologies.

Benjamin Holland is a financial advisor with Ameriprise in Houston, TX. He holds the Series 66 designation and has been in the industry since 2024, previously working at Equitable Advisors. Outside of finance, he has experience in the car wash business and has worked in educational and athletic roles. Ameriprise is a large institutional firm that offers retirement-income planning services for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Roma is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 30 years of experience managing portfolios on both the private and public sides, he has a background that includes serving as a CFO and CEO in corporate investing and partnerships. Michael emphasizes clear communication of strategy, implementation, and market conditions without industry jargon, ensuring clients have a clear understanding of their financial positions and goals. He employs a personalized informational gathering approach to build long-term relationships and craft investment portfolios aligned with clients' near and long-term objectives. Michael and his team, The RG Group, assist clients throughout various financial phases, from accumulating savings to retirement distribution. His expertise extends to advising business owners on cash management, employee retirement benefits, partnership matters, and succession planning. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned a Bachelor's Degree from St. John's University. He has served as President of the Business Network International during 2022-2023. In addition to his professional work, he participates in community organizations such as the Alzheimer's Association of Houston and Star of Hope. His personal interests include baseball, golfing, hiking, ice hockey, photography, reading, skiing, spending time with family, and traveling.

Jesse Ocana is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2017, serving initially as a Workplace Planning Consultant from 2017 to 2020, then as a Financial Consultant from 2020 to 2022 before his current position. In his role as a Financial Consultant, Jesse partners with clients to develop customized financial plans tailored to their unique needs and goals, emphasizing clear and comfortable communication. He holds an insurance license in Arkansas (AR Insurance License).

Keith A. Weidemann is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and over 27 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he is involved in several business activities related to land ownership, cattle raising, and real estate development through various family-owned entities. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Elliott Fell is a financial advisor at LPL Financial in Houston, TX, holding a Series 66 designation with 18 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Wallstreet Texas, a separate DBA, and operates Fell and Co., which engages in investment-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Michael Dunavant is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2015, with a brief period at Bank of America, N.A. prior to returning to Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal teams and third-party managers.

Mathew Paul is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding a Series 66 credential and five years of industry experience. He has worked with Cambridge Investment Research since 2020 and is the managing partner of Mayanah Financial Coaching, a financial coaching business he founded in 2015. Paul also serves as a board member of Greenlight House Ministries. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports independent Financial Professionals with multiple portfolio management platforms and proprietary as well as third-party investment strategies.

Thomas Doggett Jr. is a financial advisor with Ameriprise in Katy, TX, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved as a team captain for a local tennis team. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, offering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team to support clients, primarily those who maintain assets in Ameriprise-managed accounts.

Lynn Thompson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including MBSC Securities Corporation, BNY Mellon, American Business Planning, Capital Plan Inc., and M Holdings Securities, Inc. His current role at RBC Capital Markets began in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing customized strategies through a combination of internal and third-party investment managers.

Felise Anderson is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. She has worked at Charles Schwab in various capacities since 2014, including roles at Charles Schwab Bank and Charles Schwab Trust Bank. 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 options, supported by centralized custody and thorough due diligence on alternative investments.

Toby Pullig is a Series 66-registered financial advisor with UBS Financial Services in Houston, TX, where he has worked since 2008. He has 25 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

Edward Wood Jr. is a CFP® professional with 27 years of experience, currently serving at MassMutual Investors Services. He has been with MassMutual and its affiliate MML Investors Services since 1998 and 1999, respectively. In addition to his advisory role, Wood serves as a vice president at UFG Advisors, LLC and holds a position on the board of Doal Enterprises, Inc., which is involved in the sales of oil field tubular products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using a structured, collaborative planning process supported by firm-approved analytical tools.

Jarrod Hageman is a CFP® with 20 years of industry experience currently serving at LPL Financial. He has held positions at LPL Financial since 2015 and has also worked at Raymond James Financial Services and Zions First National Bank. Hageman is involved with The Noble Group, an entity related to his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides a range of financial planning and advisory services to individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers both discretionary and non-discretionary management, model portfolios, and research, along with additional services such as overlay portfolio management and participant advice programs.

Chad Peschke is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, he is a partner in ReelWise, LLC, an entity used for office lease liability purposes. 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, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Cindrell Thomas is a financial advisor with Primerica Advisors in Sugarland, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 2001. Outside of her advisory role, she is a member of Cee G.O.A.T., LLC, a non-investment related entity. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

Brittney Restivo is a financial advisor with Fidelity in Houston, TX, holding Series 63 and Series 66 designations and two years of industry experience. She has worked at Fidelity Investments since 2023. Outside of her advisory role, her background includes diverse positions in education and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund consulting, and model portfolio delivery, supported by oversight controls and a formal role in managing multiple registered investment companies.

Jean Wollenberg is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 1992. Outside of her advisory role, she serves as Vice President and Treasurer of a family-owned electrical services company and is Treasurer of a homeowner’s association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans for clients.

Allison Cloud is a financial advisor with UBS Financial Services in Houston, TX, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. She joined UBS in 2018 after two years at Encompass Advisory Services, LLC. Outside of her advisory work, Allison hosts online and at-home parties for Busy Mom Great Nails by ColorStreet. UBS Financial Services serves a broad client base including individuals, corporations, and institutions by offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocation to tailor client solutions.

Steve Moss is a financial advisor with UBS Financial Services in Katy, Texas, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2000. Outside of his advisory work, he owns an LLC established for the purpose of purchasing a small plane. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances.