Gregory Buchai is a financial advisor with LPL Financial in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Prudential Equity Group, LLC for six years before joining LPL Financial in 2002. 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 with technology-supported operational tools.

Josceline Ngo is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and five years of industry experience. Her work history includes roles at PFS Investments Inc. since 2020 and Valassis from 2016 to 2020, alongside a longstanding association with Primerica Financial Services beginning in 2009. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors who use model-based strategies developed by third-party asset managers, covering a range of investment approaches including strategic, tactical, and tax-managed models.

Sofia Sermeno is a Planning Consultant at Fidelity Investments. In her role, she collaborates with clients to develop personalized strategies aimed at supporting their long-term financial goals. She works alongside a team of Financial Consultants to provide comprehensive and holistic planning tailored to each client and their families. Her approach is grounded in a client-first mindset, fostering lasting relationships based on integrity and care. Sofia has been with Fidelity Investments since 2023, progressing through various roles including Financial Service Representative, Financial Representative, Relationship Manager, and currently as Planning Consultant. This progression reflects her growing expertise in financial planning and client relationship management. Outside of her professional responsibilities, Sofia has personal interests in cooking and baking, reading, and traveling.

Keyoor Brahme is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc., Primerica Financial Services, and Equinoxys since 2013. He is also the founder and treasurer of Prabalta Inc, a non-investment-related organization. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies developed by unaffiliated asset managers.

Rebecca Hollas is a financial advisor with Equitable Advisors in Katy, TX, holding a Series 66 designation and eight years of industry experience. She previously worked at Chilton Capital Management for 12 years. Outside of advising, she serves as a power of attorney and executrix for family members and has involvement with an oil and gas mineral lease. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party sponsors and proprietary offerings, to meet diverse client needs.

Josh Barajas is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Best Buy, and Chick-fil-A. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tadeus Latawiec is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of experience. His prior roles include positions at US Technical Solutions, Alta Marketing, and the University of Texas at Austin. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bridget Yeung is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She previously worked at Lincoln Financial Securities Corporation and Osaic FS, Inc. Outside of advising, she is involved in several community and nonprofit organizations, including serving on the boards of the Sugar Land Cultural Arts Foundation and the Sugar Land Heritage Foundation, as well as participating in advisory and city council committees. OSAIC serves a diverse client base, including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm focuses on model-based asset allocation and portfolio optimization, supporting various managed accounts and third-party money manager programs.

Jason Pehl is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank since 2010. Outside of finance, he is an owner and partner of a Hotworx infrared fitness studio franchise. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for institutional clients such as plan sponsors and endowments. Their advisory process combines quantitative and qualitative research, incorporates ESG criteria, and is supported by affiliated investment-management entities.

Mark Walker is a financial advisor with Primerica Advisors in Katy, TX, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1982. Outside of advisory work, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which uses model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Matthew Assunto is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and US Capital Advisors prior to joining Raymond James. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Jonathan Reyes is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He previously worked at Raymond James Financial Services from 2009 to 2023. Outside of advisory work, he owns a small rental property. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors, offering a range of portfolio management and financial planning services with a multi-manager platform approach.

Lisa Simon is a financial advisor at LPL Financial with Series 66 credentials. She has one year of industry experience and has previously been self-employed and worked at Lambda Center Inc. 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, model portfolios, third-party asset management, and institutional platforms.

Bill O'Brien is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he works closely with a select group of individuals and families to develop comprehensive financial plans tailored to their unique lifestyles. His approach begins with a discovery process aimed at understanding each client's unique story and financial goals. Bill's career at Fidelity Investments spans over a decade, during which he has held several positions including Vice President Wealth Management Advisor from 2025 to present, Vice President Wealth Planner from 2018 to 2025, Investment Consultant from 2014 to 2018, Relationship Manager from 2013 to 2014, and Financial Representative from 2012 to 2013.

Hany Khalil is a financial advisor at J.P. Morgan Securities in Katy, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as previous positions at Bank of America, Apple, and various companies in different sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Steven Herzog is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with RBC Capital Markets since 2008 and also works with City National Bank since 2017. Outside of his advisory role, he is a limited partner in a private company called Mash Family Partnership. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to a broad range of in-house and third-party investment managers.

Evanan Church is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, Church participates in mystery shopping activities in the Houston/Sugar Land area. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Jeffrey Gilcrease is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously served 20 years in the U.S. Air Force. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Susanna Schlangen is a financial advisor with Charles Schwab in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior work includes roles at TD Ameritrade, NDX Systems U.S., Cox Global Associates, Geneos Wealth Management, and Trisperity Advisors. She has been with Charles Schwab since 2018. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm’s investment approach combines non-discretionary advisory with access to discretionary separately managed accounts, employing multi-asset model portfolios complemented by due diligence on alternative investments.

Matthew King is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. He is also involved in legal services through his roles as president and owner of estate and legal service firms in San Antonio, Texas. Cambridge Investment Research Advisors serves a diverse clientele including individual, institutional, pension, and charitable organization clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management and provides access to multiple platforms, third-party advisers, and proprietary model strategies.