Benjamin Perry is a financial professional with Cetera and holds a Series 66 designation. He has two years of industry experience, including roles at Quadrant Biosciences and Tradewins Financial. Perry also provides consulting services to technology and biotech companies and sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services, utilizing multiple program platforms and both affiliated and third-party managers.

Anthony Benzaia is a financial advisor with Edward Jones in Santa Fe, Texas. He holds a Series 66 designation and has prior work experience at ExxonMobil and the U.S. Air Force. Benzaia joined Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Logan Mclaughlin is a financial advisor at Fidelity with 11 years of industry experience and holds the Series 63 and Series 65 licenses. He has been associated with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Eric Andreas is a CFP® and Series 66 designated financial advisor with Edward Jones in Alvin, Texas, where he has worked since 2018. He has seven years of industry experience and previously held roles at Fetching Lab Brewery and Bluebonnet Distributing LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Katlyn Briggs is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2015. Outside of her advisory role, she owns Curiosity Killd Designs LLC, a 3D design and printing service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a range of investment products.

Musa Mahmud is currently a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he supports clients in working toward their financial needs and life goals through a consultative approach to planning and services available at Fidelity. Prior to this, Musa served as a Central Relationship Manager at Fidelity Investments from 2021 to 2023. He has also held positions as a Private Client Banker at JP Morgan Chase (2020-2021), a Financial Advisor at Morgan Stanley (2018-2020), and a Financial Advisor Associate at Edward Jones in 2018. Musa's professional experience spans various roles in financial advising and client relationship management. His background includes assisting clients with their financial planning needs and managing client relationships across multiple firms in the financial services industry. Outside of his professional work, Musa has personal interests in baseball, cars, football, social events with friends, and outdoor adventures.

Cynthia Smedstad is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 11 years of industry experience. She previously worked at Combe & Associates, LLC from 2016 to 2017. Outside of her advisory role, she is a signer on the business checking account for Energy Industrial Services, LLC, an oil and gas related services company. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through its regulatory registrations and affiliated entities.

Janet Garner is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes positions at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customizable strategies to meet client needs.

Osama Roubi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. for 21 years prior to his current role. Outside of his advisory work, he is involved as an owner and partner in an automotive business, assisting with funding and financing for a used car lot managed by a family member. 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. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities compared with many institutional programs.

Blake Mc Cormack is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Aaron Daniel II is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, he worked with Clear Creek ISD for two years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ashley Freitag is a financial advisor with Ameriprise in Friendswood, TX, holding a Series 66 designation and 14 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Carmen Warren is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to her career in finance, she worked at Texas A&M University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Branham is a financial advisor with LPL Financial and holds a Series 63 designation. He has 38 years of industry experience, including prior roles at Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory work, he operates a CPA firm providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Bryan Flores is a financial advisor with J.P. Morgan Securities in League City, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, and previously held roles at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Regions Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG considerations, supported by a centralized manager solutions team.

Eric Dluzniewski is a financial advisor with LPL Financial in Friendswood, TX, holding Series 65 and Series 66 credentials and three years of industry experience. His prior roles include positions at Cain Watters & Associates, LLC, and a brief tenure at Beacon Lakes Golf Club. 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, utilizing both model portfolios and customized strategies.

Michael Ferrell is a Series 66-licensed financial advisor with Edward Jones in Alvin, TX, with six years of industry experience. Prior to joining Edward Jones in 2020, he worked in education with Spring ISD, Brazosport ISD, and Houston ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Dallin Beveridge is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and seven years of industry experience. He has worked at J.P. Morgan Securities since 2026 and previously spent eight years at Fidelity Investments. 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 through a centralized due diligence process.

Abdallah Charide is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, The Home Depot, and First National Bank. 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. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework and offers broader derivatives and commodities capabilities.

Christian Bratovich is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Charles Schwab Bank, Pearson Education, and Max Breisse Insurance Agency. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment due diligence process.