Ashish Mathews is a Certified Financial Planner® with 16 years of industry experience. He is currently an advisor at Osaic Wealth, having joined the firm in 2023 after 14 years at FSC Securities Corporation. Outside of his advisory role, he owns a sole proprietorship focusing on sales and service support for disability, life, and health insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across various programs.

Alyssa Gonzales is a Planning Consultant who collaborates with Financial Consultants and clients to develop personalized financial plans tailored to individual goals and circumstances. She focuses on building strong relationships with clients and their families, emphasizing reliability, transparency, and competency in her work. Her professional experience includes roles at Fidelity Investments, where she served as a Financial Representative from 2023 to 2025 and as a Relationship Manager from 2025 to 2026.

John Rigdon is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as a First Vice President with the VMR Group. With over 18 years of experience, he focuses on holistic wealth management planning that encompasses retirement planning, estate planning, insurance strategies, traditional and alternative investing, and tax minimization. His client services include executive compensation, managing new wealth, personal retirement planning, portfolio management, and retirement income planning. John holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from the University of Houston System. John applies a comprehensive approach to financial planning, aiming to provide personalized strategies aligned with each client's long-term goals and evolving market conditions. In addition to his professional work, John is involved in his community through volunteer activities with the SPCA. His personal interests include adventure sports, biking, hiking, horseback riding, and music.

Lloyd Graham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, Graham is involved in business ventures including ownership positions in real estate and a financial support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs and municipal advisory services.

Elias Contreras is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides investment advice and strategies that are guided by an understanding of his clients' life goals, risk tolerance, time horizon, and liquidity needs. Elias focuses on helping clients pursue long-term financial goals through personalized wealth management strategies. He works closely with current and future leaders, offering solutions for complex scenarios such as concentrated stock positions, options, and ESOPs. Elias holds a Master of Business Administration (MBA) and a Bachelor's Degree from the University of St. Thomas in Texas. He is a Personal Investment Advisor (PIA) and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a member of professional organizations including OneGoal and The Executive and Professional Association of Houston. Born and raised in Houston, Elias is engaged in his community through volunteer work with Habitat For Humanity and the Houston Food Bank. He enjoys basketball, biking, cooking, and running in his personal time.

Tabitha Estes is a financial advisor with Ameriprise in Sugar Land, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Pradeep Gokhale is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Ameriprise since 2016, working across both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, with a focus on dependable income sources and tax-aware withdrawal strategies.

Ming Chen is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2014. 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 with forward-looking capital market assumptions to build model asset allocations, incorporating an ESG eligibility framework when appropriate.

Nicholas Gonzalez is a Branch Leader who manages a team of professionals dedicated to delivering quality experiences in the financial services industry and assisting clients in working toward their personal and professional goals. He has held various roles in the financial sector, including Managing Director at Granite Harbor Advisors from 2024 to 2025, Vice President at JP Morgan from 2022 to 2024, and Financial Advisor positions at UBS and Merrill Lynch between 2020 and 2022. Earlier in his career, he served as a Registered Representative at H.C. Wainwright in 2019 and as a Stockbroker Trainee at Maxim Group from 2017 to 2019.

Rick Fogle is a Planning Consultant at Fidelity Investments, where he provides financial planning support to clients and their families as part of the Wealth Management Teams. He has been with Fidelity Investments since 2015, progressing through roles including Financial Representative from 2015 to 2019 and Relationship Manager from 2019 to 2022 before assuming his current position in 2022. Throughout his tenure at Fidelity Investments, Rick has gained experience in client relationship management and financial planning, supporting a diverse range of client needs. His professional background reflects a continuous commitment to assisting clients in managing their financial objectives.

Keri Wile is a financial advisor with Cambridge Investment Research Advisors in Katy, TX, holding a Series 65 designation and one year of industry experience. Her prior roles include two years at Fruth Investment Management and experience with the Katy Independent School District. Before entering financial services, she worked for Supreme Pet for 14 years. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple custodial platforms.

Jason Petrie is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 65, Series 63, and Series 66 designations. Prior to joining Raymond James in 2025, he worked at Lincoln Financial Distributors for 12 years and has experience with BNY Mellon Securities Corporation. Outside of his advisory role, he serves as president of the board for Henry's Home Horse and Human Sanctuary, a nonprofit supporting veterans and retired first responders with PTSD. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Gazi Khan is a financial advisor at Merrill in Houston, TX, holding a Series 66 designation with four years of industry experience. His work history includes roles at Bank of America N.A. and Merrill since 2021, as well as previous positions at Netbrands Media Corporation and Alif Security LLC. 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. The firm offers model-based and discretionary strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Giao Vo is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge, Vo worked at Ameriprise for three years. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Matthew Benton is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He has held various roles within Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2023 to 2025. Prior to joining Fidelity, he worked as a Financial Services Professional at MassMutual Strategic Financial Group from 2022 to 2023. Matthew's approach emphasizes understanding each client's individual needs and priorities to assist them in making informed financial decisions. His experience spans multiple facets of financial planning and client relationship management, enabling him to support clients in preparing for significant life steps. Outside of his professional work, Matthew enjoys activities such as baseball, football, spending time at the beach, cooking and baking, family activities, and social events with friends.

Deborah Saurage is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Edward Jones since 2013 and also works at Morton Ranch High School in Katy, TX. 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 network of financial advisors and branch offices nationwide.

Morgan Pyle is a financial advisor with LPL Financial in Katy, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes positions at Bank of America, Merrill, JP Morgan Chase Bank, and Wells Fargo. Outside of his advisory role, he serves as a substitute teacher within the Katy Independent School District. 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, model portfolio programs, and third-party asset management, supported by advanced operational and research tools.

Nathan Gingrich is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients to develop financial plans that align with their individual goals, focusing on wealth protection, growth, and management. Prior to joining Fidelity Investments, Nathan gained experience as a Business Analyst in Corporate Finance at Deloitte from 2021 to 2023. This background provides him with a strong foundation in financial analysis and business strategy. Nathan is a Certified Financial Planner (CFP®) professional, demonstrating his commitment to adhering to established standards and practices in financial planning.

Pedro Navarrete is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Lapp USA and IEWC. Outside of his advisory work, he is a distributor for health supplements with Isagenix. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Jeffrey Poole is a financial advisor with Equitable Advisors in Katy, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2007. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing a variety of third-party advisory models and offering ERISA fiduciary services through credentialed representatives.