Kyle Briggs currently serves as a Branch Leader at Fidelity Investments, where he oversees a team of financial professionals dedicated to co-creating financial plans with clients to support their financial goals. He has held this leadership role since 2026. Kyle has extensive experience within Fidelity Investments, progressing through multiple positions since 2011. His roles have included Team Leader in Retail Planning and Advice, Client Services, and various representative positions focused on investment and retirement solutions. This trajectory reflects his deep familiarity with client services and financial planning. Outside of his professional duties, Kyle enjoys spending time at the beach, playing board games, traveling, and caring for pets.

Jennifer Price is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her work history includes multiple roles at Wells Fargo Clearing and Wells Fargo Bank NA, as well as a position at Westmark Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets with more than 14,000 advisors and offers both brokerage and advisory solutions.

Eric Fuentes is a financial advisor at Edward Jones in Pearland, TX, with 18 years of industry experience. He previously worked for Invesco Advisers Inc. and Invesco Distributors Inc. for a decade. He holds Series 63 and Series 65 licenses. 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.

Valeriia Quiroz is a Financial Consultant at Fidelity Investments. In her current role, she partners with clients to understand their short- and long-term goals and helps them develop financial plans that are flexible and customizable for each individual and household. She focuses on assisting clients in finding strategies that allow them to concentrate on the things that matter most to them. Valeriia has been with Fidelity Investments since 2022. She began her career there as a Financial Representative, then worked as an Investment Consultant before becoming a Financial Consultant in 2024.

Leticia Grant Jones is a financial advisor with Fidelity in Houston, TX, holding Series 63 and Series 66 licenses and 22 years of industry experience. Her prior work includes roles at Bank of America and Merrill from 2014 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves as an advisor to registered investment companies and fund-of-funds.

Gavin Carter is a Senior Financial Advisor and member of VMT Wealth Management, a nationally recognized financial advisory team headquartered in downtown Houston. He provides financial advice to entrepreneurs, retirees, executives, and their family members, drawing on his experience to address diverse client needs. As a member of Merrill Lynch Wealth Management, Gavin leverages its resources to develop comprehensive wealth planning strategies that include investment management, philanthropy, and wealth transfer. Gavin earned a Bachelor of Science degree in Economics from the University of Houston. He holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). His focus areas include college education planning, family wealth management strategies, services for endowments and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, and retirement income. Gavin has been recognized nationally, most recently appearing on the Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2025 list. He is a native Houstonian and remains a loyal University of Houston Cougar. Gavin is involved in community activities, including the Boy Scouts of America as an Eagle Scout and contributions to Project C.U.R.E. He serves on the University of Houston Economics Alumni Association Board. In his free time, Gavin enjoys outdoor activities such as running local Houston trails and hunting along the Texas coast. He and his wife, Pilar, also enjoy travelling, cooking, and exploring new restaurants.

Carole Zlebis is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. She has been associated with Schamerhorn Financial Group since 2012, performing registered administrative duties and serving as a notary. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage, investment advisory services, and financial planning through a large network of affiliated advisors. The firm utilizes asset-allocation tools and multiple advisory platforms to construct diversified portfolios that include a range of asset classes, managed on discretionary or non-discretionary bases.

Matthew Hermes is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2009, progressing from Financial Representative to Financial Consultant before assuming his current role. Prior to joining Fidelity, Matthew worked as a Financial Advisor at Merrill Lynch from 2007 to 2009. Matthew has over a decade of experience working closely with local individuals, families, and business owners. He emphasizes building solid relationships with clients, beginning with conversations to understand their goals and concerns. Together, he partners with clients to develop and monitor comprehensive financial plans and investment strategies aimed at achieving their objectives. Outside of his professional work, Matthew enjoys family activities, golf, outdoor adventures, parenthood, pets, and traveling.

Mario Walker is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC, Regions Bank, BBVA Compass, New York Life Insurance Company, and Family Heritage. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Melissa Hughes is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. Prior to that, she spent 13 years at Allstate Sapp Insurance. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Cristin Bera is a Private Wealth Advisor with Merrill Private Wealth Management and a co-founder of Bera Dewhurst & Associates, established in 2002. He began his financial services career at Morgan Stanley in 2001. In his current role, Cristin advises ultra-high-net-worth clients on complex wealth management matters and leads his team in due diligence and selection of external long-only investment managers. He also designs customized investment strategies aligned with client objectives, risk tolerance, and liquidity requirements. As a qualified Portfolio Manager within Merrill's Investment Advisory Program, Cristin is authorized to develop and implement discretionary investment strategies using individual equities, fixed income securities, Merrill model portfolios, and third-party investment approaches. He leads his team's insurance advisory efforts by integrating risk management solutions into broader wealth plans. Prior to his financial career, Cristin worked as an engineer and served in the military, including roles in the US Army Reserve as a Military Police officer and in the US Air Force Reserve Office of Special Investigation. Cristin holds an MBA with concentrations in Finance and Economics from the University of Chicago and earned dual bachelor's degrees in Mechanical Engineering and Humanities & History from the Massachusetts Institute of Technology. He has been involved in his community through over a decade of service as a Director and President of Neartown Little League. He lives with his wife and their three sons.

Allen Johnson is a financial advisor with J.P. Morgan Securities in Houston, TX. He holds a Series 66 designation and has three years of industry experience, including prior roles at JPMorgan Chase Bank and Rice University. J.P. Morgan Securities 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 applies an ESG eligibility framework when recommending strategies.

Carina Herrera is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2009 and at Bank of America, N.A. since 2022. 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 plans, corporations, and charitable organizations.

Blaise Guzzetta is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Guzzetta is also involved in providing group benefits and educational seminars for small to mid-size companies through his own firm, Guzzetta Benefit Services, Inc. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to construct diversified portfolios across various investment categories.

Caroline Sievers is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Houston, TX. She has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. Outside of her advisory role, she serves as treasurer on the board of the St. John the Divine Episcopalian Church Women, managing budgeting and financial reporting for the group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Raymond Frierson is a financial advisor with LPL Financial in Houston, TX, holding a Series 63 license and bringing 32 years of industry experience. He has been with LPL Financial since 2002 and previously worked at Greenbriar Financial Services and 1st Global Advisors. Frierson also serves as a certified public accountant and has acted in fiduciary roles for family trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various investment programs and utilizes research-driven tools, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Clarence Grier Jr. is a financial advisor at RBC Capital Markets in Houston, TX, with 29 years of industry experience. He holds a Series 63 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles and investment preferences.

Lauren Ulloa is a financial advisor with Osaic Wealth, Inc. based in Houston, TX, holding a Series 66 designation and seven years of industry experience. Before joining Osaic in 2021, she worked at Royal Alliance and World Financial Advisors, and prior to her financial services career, she was employed with the Houston Police Department. She is also a manager and owner of WF Advisors Houston, LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and a variety of investment products to construct portfolios managed on discretionary or non-discretionary bases.

Brittany Guerrero is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has three years of industry experience. Prior to her current role, she held positions at LPL Financial and worked in corporate roles at Microsoft, Northrop Grumman, and GE Aviation. Outside of finance, she owns an Etsy stationery and sticker business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutions. The firm offers tailored, non-discretionary planning and employs a range of analytical tools to support client goals, with specialized services including municipal and public finance advisory and SIMPLE IRA Employer Advisory programs.

Jennifer Garza is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including Avantax Advisory Services and Integrated Tax and Wealth Strategies. Her background also includes roles outside finance, such as positions at the University of Houston and Bayou City Wings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of investment vehicles, including model portfolios, registered investment companies, and an IRS-qualified Charitable Gift Fund.