Mitja Peterman Jr. is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked at PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of his advisory role, he is involved in personal estate planning through ownership of Ap & Associates, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of 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 for its services.

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 with LPL Financial in Houston, TX, holding a Series 66 license and 19 years of industry experience. She has worked at LPL Financial since 2007, with prior roles at Ameriprise Financial Services and Symphony Financial. In addition to her advisory work, she serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and customized portfolio strategies.

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 with J.P. Morgan Securities, holding Series 63, Series 65, and Series 66 designations and 15 years of industry experience. He has been with J.P. Morgan Securities since 2020 and has worked at JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis with centralized due diligence and ESG eligibility processes.

Jarrod Shaw is a financial advisor with J.P. Morgan Securities in Kingwood, TX, holding a Series 66 designation and 11 years of industry experience. He has previously worked at Bank of America and Merrill and currently serves as owner and coach of Houston Playaz, a youth basketball organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, delivering asset allocation advice and investment manager searches through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, offering non-discretionary investment recommendations supported by a centralized due-diligence framework.

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 Series 66-registered financial advisor with J.P. Morgan Securities in Houston, TX, bringing seven years of industry experience. Prior to joining J.P. Morgan, he worked at Bank of America and Merrill. His background also includes involvement with the nonprofit Kingdom of the Cross and Cypress Christian School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment processes.

Nicholas Arre Jr. is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at OSAIC since 2023. His prior experience includes SagePoint Financial and N.W. Arre, Jr. Investment Services, Inc. Outside of his advisory work, he is an owner of a condominium managed by Cabarete Group in the Dominican Republic. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that include various asset classes.

Marcel Theriot is a financial advisor with LPL Financial in Houston, TX, holding Series 65 and Series 63 credentials and bringing 27 years of industry experience. His prior roles include positions at Houston Federal Credit Union, CUSO Financial Services, and Generations Community Federal Credit Union. He also serves as Chief Financial Officer at Houston Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a wide range of advisory and brokerage services.

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 16 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Woodlands Asset Management, D.H. Hill Advisors, and other firms. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves a diverse client base through discretionary and non-discretionary advisory services.

Jeffrey Keown is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services for a combined total of 26 years before joining LPL Financial in 2025. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a range of strategic and tactical investment approaches.

Andrew Atkinson is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and has been with Baird since 2013. Outside of his advisory role, he is involved as an owner/member in LLCs related to racehorse investment and rental property. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing a blend of manager-traded and model-traded strategies along with tax management and direct indexing.

Deonte Henson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions at Taso and Daikin Comfort Tech. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a noteworthy role as an advisor to multiple registered investment companies and fund-of-funds.