David Hilbig is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial, having joined the firm in 2024 after prior roles at Agia and VALIC Financial Advisors. Hilbig is based in Houston, TX. 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, and institutional platforms, supported by extensive resources and technologies.

Jarrett Thompson is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in comprehensive financial planning, focusing on mitigating taxes, managing costs, and minimizing risk for high-net-worth individuals and families. His expertise includes education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Thompson holds dual bachelor's degrees in Finance and Banking & Financial Institutions from Sam Houston State University. He carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His approach centers on creating tailored wealth management plans that meet the unique needs and goals of each client while aiding in navigating complex investment decisions to achieve long-term financial stability. Outside of his professional work, Thompson's personal interests include boating, golfing, photography, and traveling. He emphasizes delivering financial clarity to his clients so they can focus on living life without the burden of managing money.

Jacob Wade is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked in sales and marketing roles at Schraad Sales and Marketing, Advantage Solutions, and Acosta Sales and Marketing. Outside of his advisory work, he is involved in managing an Airbnb rental property through the Mawa Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Emma Hodgson is an International Wealth Advisor with Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA). Emma earned her bachelor's degree from Universidad Autonoma de Nicaragua. Her role focuses on providing wealth management services to clients, leveraging her expertise in international financial markets.

Liliana O'Leary is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Leslie Meyer is a financial advisor with Edward Jones in League City, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, Meyer gained experience through roles at Washington University in St. Louis and Texas Monthly. 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 large network of financial advisors and branch offices nationwide.

Jennifer Turrentine is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Her work history includes roles at Thrivent Financial, Empower Financial Group of America, and the Texas Association of Realtors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning covering a range of topics, delivered as standalone or ongoing engagements, without discretionary trading authority over client assets.

Mahesh Desai is a financial advisor at OSAIC with 32 years of industry experience and holds the CFP®, CFA®, and Series 63 designations. His prior experience includes roles at SagePoint Financial and MSI Financial Services, Inc. He also operates a CPA sole proprietorship and volunteers with the CFA Society Houston, assisting with speaker coordination, mentoring, and financial literacy initiatives. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Timothy Brookshire is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at TD Ameritrade from 2011 to 2022 before joining Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by a centralized operational structure.

Richard White is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is a member of the Rotary Club of Katy and serves as executor and trustee for his spouse’s estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Hilda Castillo is a financial advisor at Charles Schwab with 19 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed-account, and financial planning services. The firm operates as both a broker-dealer and investment adviser, providing integrated custody, brokerage, and advisory services with a combination of non-discretionary guidance and access to discretionary separately managed accounts.

Ian Reutelhuber is Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial goals and helps develop customized plans tailored to their unique needs. He emphasizes building strong relationships with clients founded on reliability, integrity, and competency. Ian has been with Fidelity Investments since 2015, progressing through various roles including Workplace Planning Consultant, Client Management Representative, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position. His experience encompasses client management and financial consulting within the firm. Outside of his professional role, Ian enjoys family activities, reading, tennis, and traveling.

Lindsey Brice is a Financial Consultant at Fidelity Investments, a position she has held since 2026. Prior to this role, she served in various capacities within Fidelity Investments, including Financial Consultant I from 2025 to 2026, Planning Consultant from 2023 to 2025, Relationship Manager from 2021 to 2023, and Financial Representative in 2021. Her career in financial services began at Schramm Financial Group, where she worked as a Client Service Associate from 2020 to 2021 and as a Financial Intern from 2019 to 2020. In her role as a financial consultant, Lindsey focuses on developing tailored financial plans that align with her clients' needs and objectives. She emphasizes building foundational trust and understanding with her clients to facilitate effective and unique planning conversations. Lindsey holds insurance licenses in Arkansas and California.

Phuong Doan is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. In addition to her advisory role, she is an IRS Enrolled Agent providing tax preparation services and also assists with tax preparation at V.V. Babukutty. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and consulting services.

Yesica Garcia is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been associated with both Merrill and Bank of America since 2011. Outside of her advisory role, she is a co-owner of a family business unrelated to investment 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Diamantina Araujo is a financial advisor with Primerica Advisors in The Woodlands, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Primerica Financial Services since 2010 and PFS Investments Inc. since 2011, and was employed at Ascension Press from 2012 to 2018. Outside of her advisory role, she serves as a notary public and volunteers as a monitor for court-ordered child visitations. 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 delegates trading responsibilities to BNY Mellon Advisors, operating with a percentage-based tiered wrap fee structure.

Keandra Hughes is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. She provides guidance on investing, retirement planning, and saving for unexpected events, and facilitates access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. Keandra holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Texas Southern University. Her approach centers on uncovering what matters most to clients and their families to create personalized strategies aimed at achieving their financial goals.

Taylor Hansen is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at HOTWORX Beaumont and Christus HWC. Hansen also has a background in full-time education spanning 18 years. 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment programs supported by centralized supervisory and custody structures.

Mark Smith is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Cetera Advisors LLC since 2013, including his current role starting in 2024. Outside of his advisory work, he owns and operates insurance-related businesses focused on property and casualty insurance as well as fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Charles Rizzo is a financial advisor with Edward Jones in Pearland, TX, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive advisor and branch network and additional services such as a trust company and securities-based lending.