William Keel Jr. is a financial advisor at OSAIC Wealth Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance Associates and Lone Star Health Plans. Outside of advisory work, he is involved in business activities such as selling health and disability insurance and operates a firearms retail business as a partner in Texas Outdoors Guns & Stuff, LLC. OSAIC Wealth Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, utilizing firm-supported asset allocation and portfolio construction tools across multiple investment platforms.

Amy Kaase is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked with Avantax Advisory Services and various affiliated entities for over a decade and currently manages the client service and operations team at DB Wehring Wealth LLC. Outside of advisory work, she sells fixed indexed annuities through multiple carriers. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets with a network of more than 10,000 advisors nationwide.

Nathaniel Saurage is a financial advisor at Edward Jones with a Series 66 license and three years of industry experience. His prior work includes roles at CVS Health and Raising Cane’s. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor network and a range of affiliated services beyond traditional advisory offerings.

Matthew Steger is a financial advisor at Edward Jones in Fulshear, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than 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, all operating under a fiduciary standard.

Gabriel Camera is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop investment strategies tailored to their unique financial situations, risk tolerance, and objectives. He has held several roles at Fidelity Investments, progressing from Financial Representative in 2021 to Investment Consultant in 2023 before assuming his current position in 2024. His experience at Fidelity Investments spans multiple roles including Relationship Manager and Investment Consultant, providing him with a broad perspective on client financial needs and investment solutions. This progression reflects his ongoing commitment to supporting clients in achieving their financial goals.

Keith Lane is a Financial Consultant at Fidelity Investments, where he has been employed since 2011. In his current role, he collaborates with clients to develop customized financial plans aligned with their goals, utilizing Fidelity's resources. Prior to his current position, he worked as an Investment Consultant at Fidelity Investments from 2011 to 2014. His financial services career began at Edward Jones, where he served as a Financial Advisor from 2009 to 2011.

Jonathan Bui is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their situations and needs. He focuses on developing holistic financial plans that help clients work towards their goals. He has held several roles at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This experience has contributed to his expertise in client relationship management and financial planning. Outside of his professional work, Jonathan has personal interests in board games, football, golf, and parenthood.

Olivia Watkins is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Outside of her advisory role, she co-hosts the All My Heroes Podcast, where she discusses and analyzes anime episodes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Blake Greer is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked at Cetera since 2025 and has managed Greer Wealth Management since 2013, previously working at Concourse Financial Group Securities Inc for 12 years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party money managers.

James Barnett is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers from 2005 to 2021, and has operated his own entities, including CSS455 LLC. James also maintains an insurance agent role related to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources across discretionary and non-discretionary programs.

Garrett Roberts is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has nine years of industry experience, including prior roles at AXA Advisors, LLC and Ralph Lauren. Outside of his advisory work, he is involved with Melissa Roberts LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC-registered investment adviser and broker-dealer platform.

Brad Smith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior experience includes roles at The Huntington Investment Company, JPMorgan Securities LLC, Morgan Stanley, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a variety of financial and estate planning topics without portfolio management or discretionary trading authority.

Kevin Kusak is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked at Concourse Financial Group Securities Inc and operates Kusak Wealth Management, Inc., where he acts as president and financial advisor. Outside of financial services, Kusak is the owner and operator of a ranch under 4 Elks Ranch LLC. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a diverse client base through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, including access to third-party money managers and multiple program structures.

Yi Zhu is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, Yi worked at Canaccord Genuity Wealth Management and Raymond James Ltd., with a combined eight years in the financial services sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Alex Caballero is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to Fidelity, he held roles at Bill.com, Sewell, AmeriPark, Advantage Solutions, HEB, and C.F.I.S.D. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

David Smetek is a financial advisor at Fidelity Investments, holding a Series 66 designation. He has experience working with Fidelity in multiple periods since 2022 and previously held roles at Sunbelt Securities and academic institutions including Texas A&M College and University of Phoenix. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Carson Gilstrap is a Financial Consultant at Fidelity Investments. He partners with clients to understand their financial goals and utilizes Fidelity's resources to develop personalized strategies that focus on clients' priorities. Carson emphasizes that successful financial planning begins with a client's values and goals to provide clarity, confidence, and control over their financial future. Carson's professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2022, as well as a Financial Representative at Fidelity from 2019 to 2022. Prior to his roles at Fidelity, he worked as a Financial Advisor at Morgan Stanley in 2019 and completed an Equity Analyst Internship at Ameriprise in 2018. He holds a California Insurance License. Outside of his professional career, Carson has interests in baseball, cars, golf, outdoor adventures, skiing, and tennis.

Dean Lin is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, N.A., J.P. Morgan Securities, Merrill, and Bank of America. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Albert Mc Watters is a financial advisor with Edward Jones in Katy, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Burr Computer Environments Inc for seven years. He is also a member of Back Porch Associates, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Chad Brown is a financial advisor with J.P. Morgan Securities in Cypress, TX, holding Series 66 and Series 63 designations and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has concurrently worked with JPMorgan Chase Bank (TX) since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.