Matthew Grieco is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He works at Strategic Advisers LLC, a Fidelity Investments company that provides a range of investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Jose Abdala Marquez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank NA since 2020. Prior to that, he was employed at Investar Capital, British American Tobacco, and Tecnologico de Monterrey. Outside of his advisory role, he is an investor and partner in Databricks, a cloud-based platform for data engineering and machine learning. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Wenjuan Gao is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2024, following a decade-long tenure at Wells Fargo Clearing and Wells Fargo Bank, NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Sushil Birla is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Justin Creed is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 registrations. He has been with Wells Fargo Clearing since 2025 and has prior experience at Wells Fargo Bank, nA, as well as roles at Academy Sports + Outdoors and Hibbett Sports. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Rick Dworaczyk is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He works with clients to prepare for financial challenges and opportunities, partnering with them to transform their investments into lifetime plans. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2017 to 2022 and as an Investment Consultant from 2015 to 2017. Before joining Fidelity, he was the Chief Investment Officer at Foresight Financial from 2011 to 2015. Rick's career spans roles focused on investment consulting and financial planning. His experience includes developing and managing investment strategies and advising clients on financial goals. Outside of his professional work, Rick's personal interests include baseball, fitness, social events, kayaking, parenthood, and scuba diving.

Jeremiah Corbin is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Texas Wealth Management, LLC and FSC Securities Corp. He is also involved in client account management at Texas Wealth Management, LLC. OSAIC serves a diverse client base including retail and institutional investors, offering a range of services such as integrated brokerage and advisory, financial planning, retirement consulting, and access to third-party money managers through multiple advisory platforms.

Michelle Pardivala is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity in 2025, her work history includes roles outside the financial sector, such as positions at MD Medical Management, G3 Innovations, and The Tutoring Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services with oversight of sub-advisers and a focus on systematic, long-term asset allocation.

Alec Vicknair is a Financial Advisor with VMT Wealth Management, a nationally recognized financial advisory team headquartered in Houston. He began his career in the financial services industry in 2013 while attending Louisiana State University, where he earned a Bachelor's Degree in Finance in 2016. Alec focuses on financial and strategic wealth planning, providing clients with comprehensive services that include investment management, retirement planning, trust and estate planning, cash-flow analysis, charitable giving, and higher education goals. He is a member of the team's investment committee, assisting in the management of the team's Investment Advisor Program strategies. Alec serves entrepreneurs, executives, retirees, and their families, delivering integrated wealth planning, analysis, and strategy with the intent of helping clients achieve their objectives efficiently. He holds professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Outside of his professional work, Alec remains an active alumnus of Louisiana State University through several organizations including the Tiger Athletic Foundation and the Houston LSU Alumni Chapter. In his spare time, he enjoys traveling, playing golf, and supporting the LSU Tigers.

Nazir Samadyar is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations with seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he works as an Uber driver in Houston. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, providing a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Joseph Nader is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. His career includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2021, as well as prior experience at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Outside of his advisory work, he is listed as a board member for a family-owned travel agency to meet regulatory requirements, without ownership or operational involvement. 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. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Patricia Starek is a financial advisor at Cetera with over 31 years of industry experience. She holds Series 63 and Series 65 credentials and has held various roles at firms including Avantax Insurance Agency and Avantax Investment Services. In addition to her advisory work, she serves as president of Kerats, Inc, a tax preparation and advisory firm, and is involved in managing multiple family trusts. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Elizabeth Curtis is a financial advisor with Edward Jones in Pearland, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Merrill, Bank of America, and Shell. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cohen Reagan is a CFP®-certified financial advisor with 30 years of industry experience, currently affiliated with J.P. Morgan Securities in Houston, TX. His career includes significant tenure at TD Ameritrade and Charles Schwab prior to joining J.P. Morgan in 2021. 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 to guide its recommendations.

Sidney Jenkins is a financial advisor at Fidelity with Series 63 and Series 65 designations and five years of industry experience. Prior to joining Fidelity, Jenkins worked in management roles at Mattress Firm and Pappas Restaurants. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research and quantitative methods. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

David Matheson is a financial advisor with LPL Financial in Houston, Texas, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Crossmark Global Investments, Catholic Answers, Inc., Invesco Advisers, Inc., and Invesco AIM Private Asset Management, Inc. In addition to his advisory work, he serves as an official scorer for Major League Baseball, reporting official statistics for Houston Astros games. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Marvin Conrad Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Frost Investment Services and Frost Brokerage Services, where he worked for a combined 23 years. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and based on modern portfolio theory, providing tailored investment solutions and acting as an ERISA fiduciary when advising clients.

Jose Romero Reynaud is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with two years of industry experience. Before joining Morgan Stanley in 2024, he worked in various roles including at Macsteel International USA Corp and Comercializadora Integral Vorivost. Outside of his advisory work, he operates as a golf trainer and is a partner at INVERKOLF S.C., a consulting firm in investment and finance based in Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in assets and emphasizes a structured planning process supported by firm-approved tools.

Jason Allen is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 affiliated brokerage and investment management capabilities.

Desiree Becerra is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has industry experience beginning in 2023, including prior roles at JP Morgan Chase and Plaza Research. She is based in Houston, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.