Kyle Briggs currently serves as a Branch Leader at Fidelity Investments, where he oversees a team of financial professionals dedicated to co-creating financial plans with clients to support their financial goals. He has held this leadership role since 2026. Kyle has extensive experience within Fidelity Investments, progressing through multiple positions since 2011. His roles have included Team Leader in Retail Planning and Advice, Client Services, and various representative positions focused on investment and retirement solutions. This trajectory reflects his deep familiarity with client services and financial planning. Outside of his professional duties, Kyle enjoys spending time at the beach, playing board games, traveling, and caring for pets.

Eric Fuentes is a financial advisor at Edward Jones in Pearland, TX, with 18 years of industry experience. He previously worked for Invesco Advisers Inc. and Invesco Distributors Inc. for a decade. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Adam Heghinian is a financial advisor at Edward Jones with 21 years of industry experience and holds a Series 66 designation. He has worked at Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Scott Dukes is a financial professional with nine years of industry experience, currently affiliated with Cetera. He holds a Series 66 credential and has worked in various roles including positions at Minnesota Life Insurance Co., Securian Financial Services, and North Star Resource Group. Dukes also volunteers with the Houston Livestock Show and Rodeo. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Ramiro Dominguez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, PHP Agency, Aflac, and service in the US Army. 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 integrates institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Valeriia Quiroz is a Financial Consultant at Fidelity Investments. In her current role, she partners with clients to understand their short- and long-term goals and helps them develop financial plans that are flexible and customizable for each individual and household. She focuses on assisting clients in finding strategies that allow them to concentrate on the things that matter most to them. Valeriia has been with Fidelity Investments since 2022. She began her career there as a Financial Representative, then worked as an Investment Consultant before becoming a Financial Consultant in 2024.

Shahram Babamazid is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a background with JPMorgan Chase Bank, N.A. since 2011. Outside of financial services, he was involved with Xtreme Motors from 2005 to 2018. 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Joni Abalos is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill in 1992 and serves as a Managing Director with the Fenz Abalos Group. Joni works with individuals, families, business owners, and executives across Texas and nationwide to help simplify the financial aspects of their lives. Her expertise includes retirement planning, estate and trust planning, wealth transfer, lending and banking solutions, charitable giving, and managing investment portfolios. Joni focuses on assisting clients with college education planning, family wealth management strategies, legacy planning, tax minimization, and retirement income management. She holds the Certified Investment Management Analyst® (CIMA®) designation and the Personal Investment Advisor (PIA) designation. Joni earned a High School Diploma from East Chambers High School and attended Lamar University and Alvin Community College. Outside of her professional work, she enjoys golfing, practicing yoga, and spending time with her family in Houston.

Carole Zlebis is a financial advisor with OSAIC in Houston, TX, holding a Series 66 license and two years of industry experience. She has been affiliated with Schamerhorn Financial Group since 2012, where she serves as a registered assistant and notary. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, employing a range of portfolio construction tools and third-party management platforms.

Heather Hennigh is a CFP® professional with 15 years of experience in financial advising. She currently works at OSAIC and has held prior roles at Woodbury Financial Services and Cetera Investment Services, among others. Outside of advising, she is a joint owner of a farm and volunteers as a pro bono financial coach for widows through Wings for Widows. OSAIC serves a diverse client base that includes individual investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services with portfolio management supported by firm-provided tools and third-party platforms.

Jeffrey Hanshaw is a Series 63-licensed financial advisor at Merrill with over 43 years of industry experience. He has been with Merrill since 1982 and has also worked at Bank of America since 2009. Outside of his advisory role, he is involved in managing family-owned rental properties in Houston, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lucinda Bradley is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, as well as 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

John Piper is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Piper serves as president of the Brazoria City Municipal Utility District #13 board and is a member of the City of Southside Place Planning and Zoning Commission; he is also treasurer and elder at WatersEdge Community Church. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related vehicles and bank deposit sweep options within its investment menus.

Matthew Hermes is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2009, progressing from Financial Representative to Financial Consultant before assuming his current role. Prior to joining Fidelity, Matthew worked as a Financial Advisor at Merrill Lynch from 2007 to 2009. Matthew has over a decade of experience working closely with local individuals, families, and business owners. He emphasizes building solid relationships with clients, beginning with conversations to understand their goals and concerns. Together, he partners with clients to develop and monitor comprehensive financial plans and investment strategies aimed at achieving their objectives. Outside of his professional work, Matthew enjoys family activities, golf, outdoor adventures, parenthood, pets, and traveling.

Justin Griffin serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With more than 27 years of experience in the financial services industry, he provides guidance across various client focus areas including family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Justin's approach to wealth management emphasizes understanding the complete financial picture of his clients, including their investment personality, mindset, and comfort with market risks. He works closely with clients to uncover their goals, priorities, values, and concerns, enabling him to develop customized financial strategies aligned with their unique objectives. He holds a Bachelor's Degree from Texas Christian University and is designated as a Personal Investment Advisor (PIA). Outside of his professional role, Justin enjoys cooking, fishing, golfing, hunting, reading, spending time with his family, and playing tennis.

Corey Yarborough is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes positions at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. He is also associated with University Federal Credit Union in an investment services capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Blaise Guzzetta is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Guzzetta is also involved in providing group benefits and educational seminars for small to mid-size companies through his own firm, Guzzetta Benefit Services, Inc. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to construct diversified portfolios across various investment categories.

Scott Tiras is a CFP® professional with 37 years of industry experience, currently with Ameriprise since 2020, following a 32-year tenure at Ameriprise Financial Services, Inc. He is involved in developing a software program with his son and manages a recreational ranch in Texas. Additionally, he owns Tiras Wealth Management LLC and holds business interests in office space management and investment-related activities through SJ Holdings, LLC. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, delivering written, non-discretionary recommendations that integrate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ollie Harris III is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an administrator for his father’s estate and as a trustee for his grandfather’s trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is investment policy statement–driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paula Sutton is a financial advisor at Morgan Stanley with 47 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as Chair of the Advisory Board for Career and Recovery Resources and Chair of the Board for Interfaith Ministries of Greater Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.