Preston White is a financial advisor at OSAIC with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Clean Harbors, Entrusted Restoration LLC, Trustmark Bank, and the San Francisco Giants. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Christopher Hassold is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and nine years of industry experience. He worked at Pruco Securities, LLC for seven years before joining LPL Enterprise in 2024. Prior to his financial services career, he was employed at Stephen F. Austin State University for five years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and trustee services through affiliated entities.

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.

Eric Johnson is a CFP® professional with 20 years of industry experience currently serving at Wells Fargo Clearing. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and OneAmerica Securities. He also serves as an executor for several estates, including those of a friend and family members. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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 analytics.

Joe Chen is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Chen has been with Fidelity Investments since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves roles such as commodity pool operator and advisor to multiple registered investment companies.

David Forsyth is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked in recreational sports at Texas A&M and has held positions in education and hospitality. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and operational resources.

Tyriah Callwood is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop and implement comprehensive financial plans tailored to their goals. He is committed to helping clients navigate their financial journey through the use of technology, cost-effective strategies, and personalized planning approaches. Tyriah has been with Fidelity Investments since 2021, progressing through roles as Customer Relationship Advocate, Relationship Manager, and Investment Consultant before becoming a Planning Consultant in 2026. Prior to joining Fidelity, he worked as an Investment Specialist at Merrill Lynch from 2019 to 2021. Outside of his professional role, Tyriah has interests in art, the beach, comedy, fitness, social events with friends, and volunteering.

Mark Okragly is a financial advisor at Charles Schwab with 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Charles Schwab since 2002, including Charles Schwab Bank, and previously at Morgan Stanley from 1995 to 2002. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed accounts, and financial planning services. The firm provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and an extensive alternative investments program.

Alicia Turner is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked in various educational institutions and financial services firms, including Foresters Financial and Primerica Financial Services. Outside of finance, she is a partner in a music publishing company, Membrain Artist. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Lenz Gutierrez is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2012, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to his tenure at Fidelity, he served as a Field Director-Financial Representative at Northwestern Mutual Financial Network from 2007 to 2012. His professional approach centers on creating customized financial plans tailored to his clients' needs by building meaningful and lasting relationships and maintaining open communication to continually improve these plans over time. Lenz holds insurance licenses in both Arkansas and California. Outside of his professional work, Lenz has personal interests in comedy, family activities, football, pets, and soccer.

Jewel Jones III is a financial advisor with Charles Schwab in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Charles Schwab since 2002 and is a joint partner in a private LLC related to residential property holdings. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by integrated custody and brokerage services.

Vivica Herrell is a financial advisor at Merrill with a Series 66 designation and recent industry experience beginning in 2026. Her career includes roles at Bank of America, JPMorgan Chase Bank, and J.P. Morgan Securities. 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 investment strategies for a range of individual and institutional investors.

Donald Gonzales is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Bank, N.A. since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized manager solutions team that combines quantitative and qualitative research.

Anthony Hicks is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 63 and Series 66 licenses. In addition to his advisory role, he is involved with Starr Bakery LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager selection, and customized performance reporting.

Matthew Rickaway is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, he serves on the board of the Alvin Community College Foundation, where he helps oversee investments and administer scholarships, and he is a school board member for the Danbury Independent School District. Additionally, he oversees operations at W-Diamond Cattle Company, an agricultural business. The DDK Group at Robert W. Baird & Co., where Rickaway works, serves individuals, corporate clients, pension plans, and charitable organizations through a variety of financial planning and portfolio management services. The firm emphasizes a combination of manager-traded and model-traded strategies, tax-management, and ongoing manager selection supported by internal research and tools.

Charles Goldsmith is a financial advisor with Primerica Advisors in Cypress, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1987 and also has involvement with Home Smart since 2023. Outside of his advisory role, he serves as secretary/treasurer of MIH Enterprises, Inc. and is involved with FLD, Inc., a nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Adam Muirhead is a financial advisor with Edward Jones in Houston, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, his background includes roles related to education at Texas A&M University-Corpus Christi and Baylor University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, advisory services, and affiliated products through a nationwide network of financial advisors and branch offices.

Gary Foose Jr. is a financial advisor with Robert W. Baird & Co. in Houston, TX, holding a Series 63 designation and bringing 44 years of industry experience. He has been with Robert W. Baird & Co. since 2014. Outside of his advisory role, he serves as a hearing arbitration panelist for FINRA and manages a separate LLC involved with property lease and loan administration. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with a range of financial planning, portfolio management, and custody services. The firm employs a variety of managed account strategies and overlay management techniques, supported by internal research and strategic partnerships, and manages approximately $394 billion in regulatory assets.

Li Ken Kwan is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. Prior to joining UBS, he held roles at Reign Capital, Western Governors University, and several restaurant ventures including Phat Eatery, Jinya, and Mein. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations tailored to clients’ goals. The firm also provides institutional trading capabilities alongside wealth management and offers a broad range of capital markets services.

Chase Ambrose is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 license with two years of industry experience. His prior positions include roles at PNC, Northwestern Mutual, and JPMorgan Chase Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.