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.

Matiias Denmon is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Retirement Planner at Fidelity Investments from 2022 to 2025. His career in financial services began with Empower, where he held several roles including Investor Services Associate, Retirement Solutions Consultant, and Financial Services Representative between 2019 and 2022. Matiias specializes in retirement, education, protection, income, and growth planning. His approach is centered on integrity, personalized planning, attentive listening, and a commitment to detail, aiming to create financial strategies tailored to each client's unique goals and circumstances. Outside of his professional work, Matiias has interests in comedy, fitness, football, museums, music, and reading.

Tiffany Floyd is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 credential and 19 years of industry experience. She has been with RBC Capital Markets Corporation since 2008, with a one-year tenure at City National Bank from 2022 to 2023. Outside of her advisory role, she participates on a committee for the Aphasia Center of West Texas, engaging in fundraising efforts to support individuals living with aphasia. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through internal and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

Christopher Corcoran is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Corcoran is based in Houston, TX. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Erin Swim is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her career includes roles at Procter & Gamble and Livanova, alongside her longstanding tenure at Primerica. She is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and 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, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Ruben Hope III is a financial advisor with Edward Jones in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory work, he is a joint owner of a yoga studio in Katy, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions and is notable for its extensive network of financial advisors and comprehensive affiliated services.

Martin Melnik is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at JPMORGAN Chase Bank since 1997 and has been with J.P. Morgan Securities since 2012. Melnik also previously managed 350 Tynebridge, LLC from 2013 to 2019. 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. The firm operates within the broader J.P. Morgan organization and offers a range of investment products and strategies through a non-discretionary advisory program.

Frank Figueroa is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and six years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2010. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Phillips is a Financial Consultant with Fidelity Investments, where he has been working since 2020. He specializes in helping families in the Sugar Land area work towards their definition of financial freedom. Prior to his current role, David held positions as an Investment Consultant at Fidelity Investments from 2015 to 2020 and as a Relationship Manager at Fidelity Investments from 2013 to 2015. Before joining Fidelity, he worked as a Consultant at Tradestation Securities from 2008 to 2013. David's professional experience spans over a decade in financial consulting and investment advisory roles, focusing on client relationship management and investment strategies. His career reflects a consistent commitment to supporting clients in achieving their financial goals through tailored advice and services.

Max Thedford is a financial advisor with Edward Jones in Houston, TX, holding the Series 66 designation. He joined Edward Jones in 2026 and has prior experience at The Sherwin Williams Company and entrepreneurial roles including ownership of Boomtown BBQ Company LLC and work with Novrozsky's Hamburgers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Preston White is a financial advisor at Osaic with a Series 66 designation and no prior industry experience. His previous roles include positions at Clean Harbors, Entrusted Restoration LLC, Trustmark Bank, the San Francisco Giants, The Master's University, and Birmingham-Southern College. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to clients’ risk tolerance and investment preferences.

Gerald Gold is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2010 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products including insurance-related vehicles and bank deposit sweep options.

Jasin Doan Madlum is a financial advisor at J.P. Morgan Securities in Houston, TX, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill, Bank of America, and JPMorgan Chase Bank, N.A. before his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Eric Johnson is a CFP® with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as an executor for several family and friends' estates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Laurence Witte III is a financial advisor at Edward Jones in Richmond, TX, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and strategies supported by a large nationwide network of advisors and branch offices.

Joe Chen is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and is based in Houston, TX. Chen has been with Fidelity since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies.

Steven Herce is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Khadeeja Qureshi is a financial advisor with Merrill, holding Series 66 and Series 63 designations and three years of industry experience. Her prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Before entering finance, she was involved with Net Car Showroom and Sewell Automotive Companies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Forsyth is a financial advisor with LPL Financial based in Houston, TX. He holds a Series 66 designation and has two years of industry experience. Prior to his advisory role, he spent time working in collegiate recreational sports administration and education at Texas A&M and Tomball ISD. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs and financial services supported by internal and third-party research, offering both discretionary and non-discretionary portfolio management options.

Joshua George is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. His career also includes roles at JPMorgan Chase Bank, N.A. and Highpoint Insurance Group. 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, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.