Giao Vo is a CFP® professional with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge, Vo worked at Ameriprise and Primerica. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements.

Matthew Benton is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He has held various roles within Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2023 to 2025. Prior to joining Fidelity, he worked as a Financial Services Professional at MassMutual Strategic Financial Group from 2022 to 2023. Matthew's approach emphasizes understanding each client's individual needs and priorities to assist them in making informed financial decisions. His experience spans multiple facets of financial planning and client relationship management, enabling him to support clients in preparing for significant life steps. Outside of his professional work, Matthew enjoys activities such as baseball, football, spending time at the beach, cooking and baking, family activities, and social events with friends.

Deborah Saurage is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Edward Jones since 2013 and also works at Morton Ranch High School in Katy, TX. Edward Jones is a full-service wealth management firm serving over 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.

Morgan Pyle is a financial advisor with LPL Financial in Katy, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes positions at Bank of America, Merrill, JP Morgan Chase Bank, and Wells Fargo. Outside of his advisory role, he serves as a substitute teacher within the Katy Independent School District. 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 portfolio programs, and third-party asset management, supported by advanced operational and research tools.

Nathan Gingrich is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients to develop financial plans that align with their individual goals, focusing on wealth protection, growth, and management. Prior to joining Fidelity Investments, Nathan gained experience as a Business Analyst in Corporate Finance at Deloitte from 2021 to 2023. This background provides him with a strong foundation in financial analysis and business strategy. Nathan is a Certified Financial Planner (CFP®) professional, demonstrating his commitment to adhering to established standards and practices in financial planning.

Pedro Navarrete is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Lapp USA and IEWC. Outside of his advisory work, he is a distributor for health supplements with Isagenix. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Jeffrey Poole is a financial advisor with Equitable Advisors in Katy, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2007. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing a variety of third-party advisory models and offering ERISA fiduciary services through credentialed representatives.

Matiias Denmon is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Retirement Planner at Fidelity Investments from 2022 to 2025. His career in financial services began with Empower, where he held several roles including Investor Services Associate, Retirement Solutions Consultant, and Financial Services Representative between 2019 and 2022. Matiias specializes in retirement, education, protection, income, and growth planning. His approach is centered on integrity, personalized planning, attentive listening, and a commitment to detail, aiming to create financial strategies tailored to each client's unique goals and circumstances. Outside of his professional work, Matiias has interests in comedy, fitness, football, museums, music, and reading.

Tiffany Floyd is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 credential and 19 years of industry experience. She has been with RBC Capital Markets Corporation since 2008, with a one-year tenure at City National Bank from 2022 to 2023. Outside of her advisory role, she participates on a committee for the Aphasia Center of West Texas, engaging in fundraising efforts to support individuals living with aphasia. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through internal and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

Christopher Corcoran is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. His prior work history includes tenures at Bank of America, Merrill, and Fidelity Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Erin Swim is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her career includes roles at Procter & Gamble and Livanova, alongside her longstanding tenure at Primerica. She is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Martin Melnik is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at JPMORGAN Chase Bank since 1997 and has been with J.P. Morgan Securities since 2012. Melnik also previously managed 350 Tynebridge, LLC from 2013 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment products and strategies through a non-discretionary advisory program.

David Carter is a Series 66 licensed financial advisor with Edward Jones in Cypress, TX, where he has worked since 2011. He has 15 years of experience in the financial industry. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Frank Figueroa is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and six years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2010. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Max Thedford is a financial advisor with Edward Jones in Houston, TX, holding the Series 66 designation. He joined Edward Jones in 2026 and has prior experience at The Sherwin Williams Company and entrepreneurial roles including ownership of Boomtown BBQ Company LLC and work with Novrozsky's Hamburgers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Preston White is a financial advisor at Osaic with a Series 66 designation and no prior industry experience. His previous roles include positions at Clean Harbors, Entrusted Restoration LLC, Trustmark Bank, the San Francisco Giants, The Master's University, and Birmingham-Southern College. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to clients’ risk tolerance and investment preferences.

Gerald Gold is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2010 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 incorporates a range of financial products including insurance-related vehicles and bank deposit sweep options.

Jasin Doan Madlum is a financial advisor at J.P. Morgan Securities in Houston, TX, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill, Bank of America, and JPMorgan Chase Bank, N.A. before his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Eric Johnson is a CFP® with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as an executor for several family and friends' estates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Laurence Witte III is a financial advisor at Edward Jones in Richmond, TX, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and strategies supported by a large nationwide network of advisors and branch offices.