Emilio Pineda Jr. is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America from 2008 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Michael Douglass is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1994 and specializes in helping clients build wealth management strategies tailored to their individual needs. His approach involves listening carefully and assisting clients in making informed decisions as they develop their financial plans. Michael holds several professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a High School Diploma from Klein High School and attended Stephen F. Austin State University without completing a degree.

Robert Brotemarkle is a Series 66 licensed financial advisor with Edward Jones in Houston, TX, where he has worked since 2017. He has eight years of industry experience and previously spent ten years with the Cypress Fairbanks Independent School District. Outside of his advisory role, he serves on the finance committee of the Cy Fair Educational Foundation and is a soccer referee on select weekends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services through a nationwide network of financial advisors and branches.

Carter Scott is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at The Reynolds Company in 2017 and 2018. 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 programs, including discretionary and non-discretionary managed solutions, and maintains a large nationwide network of advisors and branches.

Krystle Williams is currently an Investment Consultant at Fidelity Investments, a position she has held since 2023. In her role, she collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. Her professional experience includes a variety of roles in the financial sector. Prior to her current position, she was a Branch Office Examination Specialist at AIG from 2020 to 2021, an Advertising Analyst at Next Financial Group from 2019 to 2020, and an Internal Wholesaler at Invesco from 2013 to 2019. She holds an Arkansas Insurance License. Outside of her professional work, Krystle has interests in baseball, the beach, pets, theater, and traveling.

Jesse Anglin is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a large network of financial advisors and branch offices nationwide.

Duane Dollar is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Ameriprise Financial Services, RBC Capital Markets, and Fidelity. Outside of his advisory work, he is associated with Five Dollars Farm, LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services with a range of investment options and leverages technology tools to support advisors, managing over $819 billion in discretionary assets through a large network of representatives.

Gwendolyn Kalathil is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2007, with additional experience at Ameriprise Financial Services and Intrua Financial. She serves as a FINRA arbitrator in Houston, TX. 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, and institutional platforms, supported by extensive advisor resources and investment tools.

Deborah Bauer is a financial advisor at UBS Financial Services with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2009. Bauer serves on the boards of the Periwinkle Foundation and Ronald McDonald House Houston, both organizations supporting children with serious illnesses. She has also held leadership roles with the Houston Junior Woman's Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment strategies. The firm combines wealth management with institutional trading capabilities and offers a broad suite of capital markets and financial planning services.

James Atkins is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at JPMorgan Chase Bank, N.A., where he has been employed since 2003, and at Ameriprise for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG criteria, and leverages broad derivatives and commodities capabilities.

Jarrod Shaw is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. He has worked previously at Bank of America and Merrill, and currently serves as a coach and director of a youth basketball organization called Houston Playaz. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a selective group of Wealth Advisors.

Shyam Bhakta is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Lone Star College for one year. 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.

Aleksey Reznikov is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Morgan Stanley, and Wells Fargo Clearing Services LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Its advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Aguilera is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill prior to his current role. Aguilera has also been involved with Kingdom of the Cross Non Profit and Cypress Christian School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer customized asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Nicholas Arre Jr. is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes long-term roles at SagePoint Financial and his own investment services firms dating back to 1996. Outside of his advisory work, he is an owner of a condominium managed through Cabarete Group in the Dominican Republic. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a range of advisory and brokerage services delivered through affiliated entities.

Marcel Theriot is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Houston Federal Credit Union, CUSO Financial Services, and SWBC Investment Company. He serves as Chief Financial Officer at Houston Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies.

Brendan Barry is a Financial Consultant at Fidelity Investments, where he focuses on developing cost-effective financial planning strategies for clients. His work includes tax-efficient investing, charitable giving, and retirement strategies. Brendan joined Fidelity in 2023, progressing through roles as Investment Solutions and Investment Consultant before his current position. Prior to joining Fidelity, Brendan gained experience as an Advisory Associate at Triad Advisors from 2020 to 2023 and worked as a Financial Advisor at Raymond James from 2018 to 2020. He holds a California Insurance License. Outside of his professional career, Brendan has interests in football, running, skiing, and spending time at the lake. He also participates in volunteering activities.

Clinton Sepolio is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 designations and over 28 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as treasurer for the Heights-Reagan High School Band Booster Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Robert Bauer is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with UBS Financial Services since 2017 following ten years spent as a student. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor plans to clients' goals and risk tolerances.

Melanie Null is a financial advisor at Fidelity with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Woodlands Asset Management and D.H. Hill Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.