William Chou is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC since 2021 and New Marco Polo Inc. from 2014 to 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing a broad investable universe and systematic methodologies.

Matthew Cote is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation and possessing two years of industry experience. Prior to joining Edward Jones, he worked at The Prudential Insurance Company of America and Pruco Securities LLC, and he has been involved with Velox Accounting and Financial Services since 2013, assisting with payroll, bookkeeping, research, and business consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of over 23,700 advisors and managing approximately $1.01 trillion in assets.

Jack Salisbury is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018, following two years at Fidelity Brokerage Services, LLC. 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 provides integrated advisory, brokerage, custody, and cash-sweep services with a client relationship model that combines non-discretionary advisory guidance and access to discretionary separately managed accounts.

Kirbe Williamson is a financial advisor with LPL Financial in Sugar Land, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to joining LPL Financial in 2026, Williamson worked at Pensionmark Financial Group and Pensionmark Securities, LLC from 2023 to 2026, Lincoln Financial Advisors Corp from 2017 to 2023, and Invesco Distributors, Inc. from 2015 to 2017. Williamson is also engaged in retirement plan consulting as an account manager with AssuredPartners. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad non-advisory financial services platform.

Nicholas Perry is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Houston, TX. He has eight years of industry experience, including six years in the restaurant sector prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services through a nationwide network of more than 23,700 financial advisors.

Grant Hall is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Ameriprise Financial Services, LPL Financial, and Morgan Stanley DW Inc. In addition to his role at OSAIC, he is involved with SilverOak Financial Group in business development, marketing, and client engagement. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment programs and strategies.

Oscar Ferrufino is a Financial Advisor with Merrill Lynch Wealth Management, bringing 13 years of industry experience to his role. He began his career at Bank of America as a teller and progressed to become a Financial Advisor at Merrill, where he has been for eight years. Oscar's approach involves taking the time to understand clients' priorities to help develop their short-, mid-, and long-term financial goals. His expertise includes college education planning, employee benefits planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, sports and entertainment, tax minimization, and retirement income. He serves as a resource for general investing, retirement planning, and saving for unexpected events, and can facilitate access to Bank of America specialists for banking, credit, home financing, and small business solutions. Oscar holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Westbury High School. He is fluent in English and Spanish. Outside of his professional work, Oscar's personal interests include baseball, fishing, music, photography, and watching movies.

Hoang Nguyen is a financial advisor with J.P. Morgan Securities in Katy, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a wealth advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process incorporates centralized due diligence with both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Tuyet Minh Hoang is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 65 and Series 63 designations and has worked previously at Bank of America, Merrill, and operated TMHH Investments LLC. She is based in Katy, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating ESG considerations and leveraging broader derivatives and commodities capabilities.

James Galpin III is a financial advisor with Ameriprise in Katy, TX, holding a Series 66 designation and eight years of industry experience. He worked at Invesco from 2009 to 2017 before joining Ameriprise, where he has been since 2017. Outside of his advisory role, he is co-owner of Galpin Ag, a family agricultural business involved in livestock production and land management. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Richard Lullo II is a CFP® credentialed financial advisor with Cambridge Investment Research Advisors and has 10 years of industry experience. His prior work includes positions at Fidelity Investments and FSC Securities Corp. He is based in Houston, TX. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Morris Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Morris works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Texas State University System. Committed to the Merrill tradition of community involvement, Morris dedicates time to volunteering with organizations within the communities he serves.

Steven Alexander is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he is involved in several personal business activities, including ownership of AlexanderCafe LLC. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management services that incorporate both in-house and third-party investment managers and provide options for tax management, responsible investing, and alternative investments.

Zackary DeWitt is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to address the planning and service needs of clients through a holistic approach to their financial goals. He works closely with clients and their families to understand and analyze their current financial situations and develop comprehensive plans tailored to their lifestyles. Zackary has held several roles at Fidelity Investments, including Relationship Manager, Financial Representative, and Financial Services Representative, gaining experience in client relationship management and financial services since 2023. Outside of his professional responsibilities, Zackary has interests in comedy, fitness, golf, hiking, movies, and reading.

Corey Jones is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity, he served six years with the Houston Police Department and four years in the United States Marine Corps. He also worked with Veterans Securing America and has experience outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies, model portfolios, and oversight of affiliated and unaffiliated sub-advisers.

Janet Montgomery is a CFP® with 23 years of industry experience, currently affiliated with Cetera. She has previously worked at First Allied Securities and FFP Advisory Services. Montgomery serves as vice president on the board of the nonprofit Alanon Family Group Service, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Kelly Keahey is a financial advisor with Primerica Advisors in Katy, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, with custody and trade execution facilitated by Pershing and Primerica Brokerage Services.

Jason Touchstone is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding a Series 66 designation and over 15 years of industry experience. His career includes prior roles at Merrill and Beachbody before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking approach to build model asset allocations and includes capabilities in derivatives and commodities.

Christopher St. Laurent is a financial advisor with LPL Financial in Richmond, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at PNC Managed Account Solutions, BBVA Compass Investment Solutions, UBS Financial Services, and USF Services. Outside of advising, he is the owner of Imperial Studios, LLC, which operates under the name Imperial Athletics. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Chad James is a financial advisor with Cambridge Investment Research Advisors in Sugar Land, TX, holding a Series 66 designation and 23 years of industry experience. His prior experience includes 19 years at Ameriprise and Ameriprise Financial Services, Inc. He is also the owner of Metam Wealth Advisors LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and custodians, supports both discretionary and non-discretionary management, and maintains proprietary model strategies under the Founders Gate Capital brand.