Kyillah Peterson is a financial advisor with Fidelity and holds a Series 66 credential. She has one year of industry experience and previously worked in various roles outside the financial sector, including at Sport Clips and in chiropractic and creative design environments. Fidelity’s Strategic Advisers LLC, where she is employed, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Joshua Friedman is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at Fidelity Investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Rajashree Lahoti is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Ameriprise since 2009. Outside of her advisory role, she conducts educational classes aimed at empowering women through financial literacy. Ameriprise offers retirement-income planning services primarily to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm operates as a large institution providing a broad range of advisory, brokerage, and insurance solutions.

Benjamin Velasquez is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Fidelity Investments and Western & Southern Brokerage and Life. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides 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 model portfolios across various asset classes.

Juan Rascon is a financial advisor with Cetera Investment Services LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include six years at BBVA-affiliated firms across wealth management, securities, insurance, and banking sectors. He also serves as a board member and director of financial strategy for GCD Consulting LLC. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services.

Kris Mason is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2011. In this capacity, he leads a team of professionals focused on delivering a superior experience in the financial services industry and supporting clients in achieving their personal and professional goals. Kris has extensive experience within Fidelity Investments, having held various positions since 1995, including Assistant Branch Manager, Senior Account Executive, Financial Representative III, Premium Account Executive, Premium Representative, and Brokerage Representative. Prior to joining Fidelity, he worked as a Financial Advisor at American Express Financial Advisors in 1995. Outside of his professional career, Kris has interests in golf, music, and traveling.

George Philip is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with World Financial Group and Cetera Wealth Services. Outside of his advisory role, he owns a CPA firm specializing in tax and accounting services and is involved with the nonprofit Gulf Coast Community Services Association as a CPA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that includes affiliated and third-party managers alongside bespoke strategies.

Elena Mischon is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at UBS Financial Services, Morgan Stanley Smith Barney, and Citigroup Global Markets. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Howard Lemon is a financial advisor with Ameriprise in Sugar Land, TX, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, providing non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and employs algorithmic automation alongside oversight committees to support its retirement income services.

Cassandra Osundele is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Morgan Stanley and has held positions at Fidelity Investments, Merrill, Bank of America, and the New York Police Department. Outside of finance, she is the sole proprietor of Fatou's Choice LLC, a restaurant and bar in Katy, Texas. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services that utilize structured discovery conversations and firm-approved tools to support tailored advisory solutions.

John Hugele is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2002 to 2008. Outside of his advisory role, he serves as a precinct chairman for the Harris County Republican Party, where he encourages voter turnout. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base, including individuals, corporations, and institutions. The firm combines research and analytics with a range of brokerage and advisory solutions and supports retirement plans through consulting and discretionary investment services.

Matthew Kullman is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2017. Prior to his career in finance, he spent sixteen years at the Library of Congress. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Marques Mitchell is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 designations and 14 years of industry experience. His work history includes roles at PFS Investments Inc. and Unilev Management. Mitchell also engages in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by third parties and supports trade execution and custody through established financial institutions.

Joseph George is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include tenure at Northwestern Mutual and Innovative Premier Financial Services. He is also involved in a lending business under the name Joseph George / Hurst Lending. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management solutions and financial planning services through a large nationwide network of independent advisors.

Desmond Early is a financial advisor at Osaic with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, Woodbury Financial Services, IMG Financial Group, Securian Financial Services, and Minnesota Life Insurance. In addition to his advisory role, he is an agent and registered representative with SilverOak Financial Group, where he sells and services traditional insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs model-based asset allocation and portfolio optimization, offering both brokerage and advisory services through a multi-advisor platform.

Mohammad Asif Sheikh is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and nine years of industry experience. His prior work includes roles at Merrill, Bank of America, and CIT Group. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may include ESG criteria, with implementation supported by affiliated investment-management entities.

Onisa Treibs currently serves as Vice President and Branch Leader at Fidelity Investments, a role held since 2025. In this capacity, she leads a team of financial professionals focused on delivering comprehensive financial planning services to Fidelity's customers. Her objective is to establish Fidelity and the Houston team as trusted lifetime advisors for individuals, their families, and friends. Her tenure at Fidelity Investments spans over a decade, including previous roles such as Vice President Branch Office Manager from 2016 to 2020, Assistant Branch Office Manager from 2014 to 2016, Investments Solutions Manager for Managed Accounts from 2012 to 2014, and Retirement Solutions Manager from 2010 to 2012. This progression reflects extensive experience in financial planning and investment management within the company.

Abigail Flores is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her background includes roles at Fidelity Investments and involvement with the University of Houston Program for Excellence in Selling. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Sean Roberts is currently the Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to customize, build, and execute their unique financial plans. His professional identity centers on providing tailored financial advice to meet individual client needs. Sean's experience spans several roles within Fidelity Investments, including Financial Consultant, Investment Consultant, and Relationship Manager, showcasing a progressive career in financial services since 2019. Prior to that, he worked as a Financial Advisor at Roberts Wealth Management, Link Investment Services, and Edward Jones. His experience covers a broad range of financial advisory services. He holds an AR Insurance License. Outside of his professional work, Sean's personal interests include fishing, football, outdoor adventures, parenthood, reading, and traveling.

Keith Bernstein is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He brings over 25 years of experience in the financial services industry, providing wealth management strategies tailored for retirees, high net worth individuals, and business owners. Keith is committed to delivering personalized financial advice and access to specialized investment services that meet the needs of sophisticated investors. Keith holds a Bachelor's Degree in Engineering from Auburn University and transitioned from a decade-long career in the Engineering and Construction Industry to financial services in 1999. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His expertise includes college education planning, divorce transition planning, family wealth management strategies, liquidity management, retirement income, and portfolio management services. Keith resides in Sugar Land with his wife and two children. He values family and community and actively volunteers with organizations such as GiGi's Playhouse (Down Syndrome Achievement Center). His personal interests include adventure sports, baseball, basketball, biking, fishing, football, hiking, reading, and spending time with his family.