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 at RBC Capital Markets with 20 years of industry experience and holds a Series 66 designation. She has worked at RBC Capital Markets since 2008 and was previously with City National Bank. Outside of her advisory role, she serves on a committee for the Aphasia Center of West Texas, participating in fundraising efforts to support individuals affected by aphasia. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored portfolio management and financial planning solutions.

Christopher Corcoran is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. His prior work history includes tenures at Bank of America, Merrill, and Fidelity Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 been with J.P. Morgan Securities since 2012 and also has a longstanding affiliation with JPMorgan Chase Bank, N.A. since 1997. From 2013 to 2019, he was involved with 350 Tynebridge, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with an emphasis on forward-looking capital market assumptions and an ESG eligibility framework.

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 one year of industry experience and holds a Series 66 designation. His prior work includes roles at Clean Harbors, Entrusted Restoration LLC, Trustmark Bank, and the San Francisco Giants. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

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 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. prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG frameworks where applicable.

Eric Johnson is a CFP® professional with 20 years of industry experience currently serving at Wells Fargo Clearing. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and OneAmerica Securities. He also serves as an executor for several estates, including those of a friend and family members. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

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 the Series 63, Series 65, and Series 66 licenses. Chen has been with Fidelity Investments since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves roles such as commodity pool operator and 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 at Merrill with Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as experience in automotive sales and operating an online car showroom. 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 Forsyth is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked in recreational sports at Texas A&M and has held positions in education and hospitality. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and operational resources.

Joshua George is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and Highpoint Insurance Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG criteria alongside broader derivatives and commodities capabilities.

Isabel Rasmussen is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Her work history includes roles at Fidelity Investments, Solidcore, and teaching positions at the University of Houston and Garland McMeans Junior High. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios using proprietary methods.