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.

Rebecca Hollas is a financial advisor with Equitable Advisors in Katy, TX, holding a Series 66 designation and seven years of industry experience. She previously worked at Chilton Capital Management for 12 years before joining Equitable Advisors and its predecessor firms in 2018. Outside of her advisory role, she serves as a power of attorney and executrix for family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizons.

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 in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She worked at Lincoln Financial Securities Corporation for 17 years prior to joining OSAIC. Yeung participates in community and nonprofit activities, serving on boards such as the Sugar Land Heritage Foundation and the Sugar Land Cultural Arts Foundation, and is involved with the Arc of Fort Bend County Foundation. OSAIC Wealth, Inc. provides services to a diverse client base, including individual and institutional investors, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizes asset-allocation tools and risk assessment methods, and supports both discretionary and non-discretionary account management with access to various investment options and third-party money managers.

Jason Pehl is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2010. Outside of finance, he is an owner and partner of Hotworx, an infrared fitness studio franchise in Sugar Land, Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 10 years of industry experience. He holds the Series 66 designation and has worked at Northwestern Mutual Wealth Management Company 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, non-discretionary investment consulting, and specialized municipal advisory services.

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 with LPL Financial in Houston, TX. She holds a Series 66 designation and has recently begun her career in the industry. Her prior experience includes roles at Lambda Center Inc and self-employment. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources, along with technology-driven investment solutions.

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.

Andrew Morris is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Triad Advisors and Primerica Advisors. Outside of his advisory role, Morris is the owner and head brewer of Sport Suits Brewing Company, a brewery and taproom in Missouri City, TX. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports multiple platform programs and managed-account solutions.

Hany Khalil is a financial advisor with J.P. Morgan Securities in Katy, Texas, holding Series 66 and Series 63 licenses and three years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Bank of America, as well as positions outside of finance at Apple and various other companies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework guiding their recommendations.

Steven Herzog is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2017. Outside of his advisory role, he is a limited partner in a private company, Mash Family Partnership. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management and tailors strategies to each client’s risk profile using both 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 a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Logan Baxter is a Planning Consultant at Fidelity Investments, where he engages in financial planning conversations with clients to help them understand their financial picture and pursue their life goals. He joined Fidelity Investments in 2022 and has held roles including Central Relationship Manager and currently serves as a Planning Consultant since 2023. Prior to joining Fidelity, Logan worked as a Registered Representative at Equitable Advisors in 2022. His professional experience encompasses client relationship management and financial planning, contributing to his ability to support clients in achieving their financial objectives. Logan's career progression reflects his commitment to the financial services industry and client engagement. Outside of his professional responsibilities, Logan enjoys activities such as family activities, fishing, reading, tennis, and writing.

Matthew King is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 26 years of industry experience, including roles at Ameriprise Financial Services, Inc. prior to joining Cambridge in 2019. Outside of advising, he is involved in legal services as president of KING ESTATE LAW, PLLC, and owner of SIERRA, SPEARS, & KING PLLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment solutions, including proprietary and unaffiliated model strategies, with both discretionary and non-discretionary implementation tailored to client objectives.

Hannah Bishop is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and three years of industry experience. Her background includes roles at Upper Ground Enterprises Inc. and Cosmetique Aesthetics. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.