Hannah Bishop is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Her prior work includes roles in communications, aesthetics, and entrepreneurship. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Chuong Dao is a CFP® professional with 13 years of experience in the financial services industry. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously held roles at Bank of America and Merrill from 2014 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Abhay Nair is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, TD Ameritrade, and Scottrade. Outside of his advisory role, he is the sole proprietor of Azure Expanse Homes LLC, a real estate wholesaling and AI business based in Houston. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research and quantitative analysis, delivering model portfolios constructed with long-term asset allocation strategies.

Brian Messier is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 36 years. Outside of his advisory role, he is also licensed as an insurance agent, selling fixed life, health, accident, long-term care insurance, and annuities. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services across various programs, including financial planning, wrap portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

Steven Williams is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan, he worked at First Command and VALIC Financial Advisors. Outside of finance, he is a co-owner of Williams Way Realty, LLC, a real estate company focused on single-family home rentals. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative screening with qualitative research and incorporates ESG considerations within its eligible strategy recommendations.

Vincent Doucette Jr. is a financial advisor with Edward Jones in Katy, TX, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is president of two real estate LLCs based in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

John Markle is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 credentials and 49 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory work, he serves as a basketball game referee for the Katy Independent School District in Katy, TX. Raymond James & Associates is a large brokerage and SEC-registered investment advisory firm managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Brian Anderson is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with RBC Capital Markets, having joined the firm in 2023. His prior roles include six years at Raymond James Financial Services Advisors and five years at Christ Taylor Insurance. Anderson serves on the Board of Directors for the Caring Aggies Mentoring Program, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing tailored strategies implemented through a mix of in-house and third-party investment managers.

Maria Prado is a financial advisor at Stifel with Series 63 and Series 65 credentials and three years of industry experience. She previously worked at Oppenheimer & Co Inc and Wells Fargo, and she has held teaching roles at Houston Community College and the University of Houston. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Ahmad Chauhan is currently employed as a Planning Consultant at Fidelity Investments, where he contributes to a wealth management team focused on assisting clients in navigating and achieving their financial objectives. His role involves understanding the distinct needs of each client to provide tailored financial guidance. Ahmad has accumulated extensive experience in the financial industry since 2015, holding positions such as Investment Consultant at Fidelity Investments, Wealth Management Advisor at LPL Financial, Financial Solutions Advisor at Merrill, and Relationship Manager at Bank of America. His career reflects a broad exposure to various facets of financial advisory and wealth management. Outside of his professional endeavors, Ahmad has interests that include cars, fitness, movies, reading, and writing.

Jenny Espinoza is a Financial Consultant currently working at Fidelity Investments since 2025. She has held various roles within Fidelity Investments, including Financial Consultant 1 from 2024 to 2025 and Planning Consultant from 2023 to 2024. Prior to joining Fidelity, Jenny worked as a Financial Solutions Advisor at Merrill Lynch from 2015 to 2023, a Private Banker at Wells Fargo from 2014 to 2015, and a Licensed Relationship Banker at JPMorgan Chase from 2009 to 2013. With 15 years of experience in financial services, Jenny focuses on helping clients achieve their financial goals by developing customized financial plans tailored to their unique needs and aspirations. She holds a California Insurance License and is committed to providing exceptional service and building lasting client relationships. Outside of her professional career, Jenny enjoys spending time at the beach, engaging in family activities, attending social events with friends, traveling, parenthood, and volunteering.

Whitney Lockwood is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

Jeffrey O'Brien is a financial advisor with LPL Financial holding a Series 66 designation and 14 years of industry experience. His career includes roles at Merrill Lynch and Bank of America, as well as Raymond James Financial Services. He is also involved with The Noble Group in a business capacity related to his LPL practice. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Danny Huynh is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within JPMorgan Chase entities since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities through affiliated entities.

David Riggs II is a financial advisor with Ameriprise who holds a Series 63 designation and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of Word Of Restoration Christian Fellowship and is involved in consulting and real estate management through several business ventures. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Justin Greene is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He began his career at Fidelity in 2004, gaining experience in various capacities including Investment Specialist, Retirement Relationship Manager, and Financial Consultant. Throughout his tenure, he has focused on helping clients develop financial plans aimed at achieving financial independence. Greene's expertise encompasses financial planning and investment strategy, supporting clients in formulating actionable plans to reach their financial goals. His approach emphasizes the importance of having a concrete plan rather than leaving goals as wishes. He has been with Fidelity Investments since 2004, progressing through multiple roles that reflect his commitment to client service and financial planning.

Ajit Gore is a financial advisor with Primerica Advisors in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Primerica Financial Services since 1991 and PFS Investment, Inc. since 1986. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, providing model-driven strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and custodians such as BNY Mellon Advisors and Pershing, with a tiered wrap-fee structure and oversight of model selection.

Aaron Kilpatrick is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent six years at Deloitte & Touche LLP and operated a shaved ice business for one year. He is also a member of Jordan K Radiant LLC, a photography business based in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Harry Bucalo is a financial advisor with UBS Financial Services, holding a Series 66 designation and 24 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Craig Wakefield is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of New York Mellon Securities Corporation, Bank of New York Mellon, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to client risk profiles using both in-house and third-party managers, with integrated capital markets capabilities and a variety of portfolio management options.