Brandon Curtis is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Edward Dobin is a financial advisor at Ameriprise in Houston, TX, with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive, research-driven recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies, supported by algorithmic tools and oversight committees.

Qing Yao is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC since 2016. Outside of her advisory role, she manages a rental property in Missouri City, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Arturo Castelan is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at Fidelity and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Michael Nichley is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at UBS since 2021 and was previously with Morgan Stanley and its affiliated entities from 2012 to 2021. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers additional products such as futures commission merchant services and securities-backed lending programs.

Carlos Rubio is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and investment management firms such as Douglas Dawson. Rubio is also the owner of Sonora Outfitters, LLC, a non-investment-related business. LPL Financial is a SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, utilizing research from LPL Research and third-party subadvisors.

Andrew Hemingway is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked previously at First Command Advisory Services and affiliated firms for three years. Outside of advisory work, he manages a mineral interest business through Sooner OG, L.L.C. 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 range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management utilizing model portfolios, third-party subadvisors, and its own research.

Justin Paschal is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, having worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank from 2010 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Ruben Valdez is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Edward Jones for three years and has held roles at JPMorgan Chase Bank, N.A. Valdez holds a Series 66 designation. J.P. Morgan Securities 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. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Asaf Glaich is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America for ten years before joining Stifel in 2021. Outside of his advisory role, he is involved in oil and gas investment through a holding company and owns a remodeling and construction business. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Andrea Veerachalee is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has prior experience at Fidelity Investments. Before entering the financial industry, she spent several years in full-time education. Charles Schwab & Co., Inc. serves 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’s integrated structure combines non-discretionary advisory services with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Norma Pena is a financial advisor with LPL Financial in Richmond, TX, holding a Series 63 designation and bringing 32 years of industry experience. She previously worked at Waddell & Reed, Inc. and various insurance carriers from 1992 to 2021. Pena is also involved in non-variable insurance activities alongside her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Danielle Gomez is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked across multiple Fidelity affiliates since 2015, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where she is based, provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios and advisory solutions.

Marcela Galvan is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has previously worked at RBC Capital Markets and Arterx Neu, LLC. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Jason Tang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, BB&T, and JPMorgan Chase Bank. Tang has been with J.P. Morgan Securities since 2018. 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. The firm delivers these services through a combination of advisory and brokerage capabilities, with recommendations made on a non-discretionary basis.

Stephen Hernandez is a financial advisor with LPL Financial in Katy, TX, holding Series 63 and 66 designations and 15 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. from 2016 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management.

Mark Menard is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 license and bringing 36 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Bank of America, and Merrill. Menard also serves as Vice President at King Capital Advisors, Inc., an investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing proprietary and third-party model strategies across various custody and platform arrangements.

Kyillah Peterson is a financial advisor with Fidelity and holds a Series 66 credential. She has one year of industry experience and previously worked in various roles outside the financial sector, including at Sport Clips and in chiropractic and creative design environments. Fidelity’s Strategic Advisers LLC, where she is employed, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Rajashree Lahoti is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Ameriprise since 2009. Outside of her advisory role, she conducts educational classes aimed at empowering women through financial literacy. Ameriprise offers retirement-income planning services primarily to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm operates as a large institution providing a broad range of advisory, brokerage, and insurance solutions.

Benjamin Velasquez is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Fidelity Investments and Western & Southern Brokerage and Life. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.