Tyler Gall is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes multiple roles at Fidelity Investments since 2020 and prior experience at various country and field clubs. Fidelity’s Strategic Advisers LLC, where he is based, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

Raymond Casillas II is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A., Bank of America, N.A., Merrill, and J.P. Morgan Securities in various roles since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.

David Farrell is a financial advisor with OSAIC in Kingwood, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Securities America Advisors, Ameriprise Financial Services Inc., and Lincoln Financial Securities Corporation. Outside of advisory services, he is also involved in insurance sales. OSAIC serves a broad range of clients, including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to managed accounts and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various investment vehicles.

Terry Whitney Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2003 and previously spent seven years at Morgan Keegan & Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a broad platform that combines advisory capabilities with various financial products and partnerships.

Mason Laidley is a financial advisor with Edward Jones in Tomball, TX, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Timothy Neumann is a CFP® with 16 years of industry experience, currently with LPL Financial since 2021. His prior roles include positions at Bass Addicts and Waddell & Reed, Inc., and various insurance carriers within W&R Insurance Agencies. He is also involved with Shoreline Wealth Management, a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, combining advisory services with non-advisory financial products and technologies.

Jamal Fontenot is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity, Corebridge Financial, Valic Financial Advisors, and AIG. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized reporting through a process that integrates quantitative modeling and centralized due diligence.

Charles Fowler is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at CSE W-Industries, Inc. for five years and Weatherford for eight years. Outside of his advisory role, he is involved as an owner in a residential rental management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Javier Villacreses is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at PFS Investments Inc. since 2011 and with Primerica Financial Services since 2009. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Elena Mischon is a financial advisor at Stifel with 24 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Morgan Stanley Smith Barney and UBS Financial Services. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Cassandra Osundele is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Merrill, Bank of America, Fidelity Investments, and the New York Police Department. Outside of finance, she is the sole proprietor of Fatou’s Choice LLC, a restaurant and bar business in Katy, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm-approved planning tools and research.

John Hugele is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and over 34 years of industry experience. He has been with Wells Fargo firms since 2009, first at Wells Fargo Advisors LLC and then at Wells Fargo Clearing. Outside of his advisory role, he serves as a precinct chairman for the Harris County Republican Party, engaging in voter outreach activities. 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 roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Kristina Reyes is a financial advisor at Stifel with 19 years of industry experience. She previously worked at Bank of America and Merrill from 2011 to 2023. Outside of her advisory role, she provides childcare services during church events at Faithbridge in Spring, Texas. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that guides asset allocation and financial planning.

Hernaldo Rivera Jr. is a financial advisor at Cetera with 27 years of industry experience. His prior roles include positions at Linscomb & Williams, Yorktown Management and Research Co., Inc., Api Funds, and BNY Mellon Securities Corporation. Rivera also serves as a financial advisor for WR Anderson & Co., a financial services firm. Cetera Investment Advisers LLC is a nationwide network of independent advisors that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options that include model portfolios, third-party managers, and customized strategies.

Bryan Treadway is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Allianz Life Insurance Company of North America, Thornburg Securities Corp., and Invesco Distributors, Inc. He is based in Kingwood, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Erin Hosford is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 2 years of industry experience. Prior to joining Edward Jones in 2018, she worked at Navy Federal Credit Union for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Ryan Ward is a financial advisor at Fidelity with a Series 66 designation. He has experience as a realtor and worked in real estate at Security American Realty for 13 years before joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Michael Misner is a financial advisor with Ameriprise in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed written recommendations on income, Social Security, and tax strategies. The firm combines research and modeling with personalized advice, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated committee.

Ameet Rajguru is a financial advisor with Primerica Advisors based in Houston, TX, holding Series 63 and Series 65 designations with six years of industry experience. His prior work experience includes roles at Fluor Corp, Zachry Engineering, and Worley/Jacobs. In addition to his advisory role, he is involved in the sale of non-investment related home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates on a large scale, utilizing model-delivery strategies managed by third-party asset managers supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Tiffany Horne is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. She has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities, utilizing model-driven investment strategies and offering access to third-party asset managers.