Mitra Murthy is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, she worked at Christie's and The RealReal, and she has been involved with MM Art Advisory LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment approach.

Noah Barker is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. Prior to his advisory career, he held positions at Amazon and several educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its investment process.

William Todd is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at PFS Investments, Inc. since 2009 and has been associated with Primerica Financial Services since 2006. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers.

Mary Muse is a financial advisor with LPL Financial in Houston, TX, holding a Series 63 designation and 42 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a combined tenure of 13 years prior to joining LPL Financial in 2022. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, with services that include both discretionary and non-discretionary management supported by research and technology tools.

Carla McConnell is a financial advisor at Morgan Stanley in Houston, TX, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is the managing partner of LarLa LLC, a food production business. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning strategies and access to various investment programs.

Jaimie Blackman is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has worked at various firms, including First Allied Advisory Services and Cetera Advisors LLC. Outside of his advisory role, Blackman is involved in music education and wellness, serving as an instructor at Lone Star College - Montgomery and leading a business focused on music and wellness education. He also holds a nonprofit leadership position as president of the Adult Resource Center. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, featuring a multi-manager platform with options including model portfolios, third-party managers, and customized strategies.

Mark Gamez is a Financial Consultant who currently works with local families, individuals, and business owners to understand their long-term financial and personal goals. He partners with clients to develop comprehensive and detailed financial plans aimed at achieving those goals. He has been a Financial Consultant at Fidelity Investments since 2020. Prior to that, he served as a Financial Consultant at TD Ameritrade from 2018 to 2020 and as an Investment Consultant at Scottrade from 2014 to 2018.

Natalie Hoke is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held positions at Bank of America and was involved with the Student Organization Finance Center and Texas A&M University. Outside of finance, she has worked in the food service industry at Brandani's Burgers Tacos and Brews. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Benjamin Womble is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities LLC since 2022, with prior roles at Ink & Fern Capital LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily 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.

Jack Varcados is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Douglas Dooley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. In addition to his work at Wells Fargo, he owns and operates Dooley Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering diverse needs such as retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis.

Matthew Jewell is a Wealth Management Advisor with Merrill Lynch Wealth Management in Houston, where he has been serving clients since 2016. He develops customized wealth management strategies for individuals, families, and businesses by aligning investment resources from Merrill and banking services from Bank of America to meet his clients' goals and objectives. Matthew focuses on areas including corporate executive services, equity compensation, family wealth management, legacy planning, liquidity management, and personal retirement planning. Matthew earned his Bachelor's degree in Finance and Marketing from the University of Houston. He continued his education by obtaining a Financial Planning degree from Rice University in 2020, followed by his CERTIFIED FINANCIAL PLANNER® certification in 2021. Additionally, he holds designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a lifelong Houston resident who enjoys recreational sports including basketball and golf, traveling, and spending time with his family and friends. Matthew also serves as a mentor to undergraduate students at the University of Houston, helping them prepare for professional careers and transitions into the corporate world.

Jamal Uddin is a financial advisor at Ameriprise with 25 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his work at Ameriprise, he manages an independent advisory business through DGW Worldwide, LLC. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves clients through a centralized consulting team and integrates algorithmic tools alongside advisor input in its planning approach.

Richard Kenner is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Houston, TX. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. 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.

Stephen Roberts is a Wealth Management Advisor and the founder of Roberts Wealth Management Group, a Houston-based team that provides customized wealth management services to clients and their families. He has over 21 years of experience at Merrill Lynch Wealth Management, where he has specialized in simplifying complex financial situations and delivering value to clients. Stephen and his team focus on personalized service tailored to each client's unique needs, priorities, and goals. Their services include estate planning, investments, tax minimization strategies, wealth transfer, and retirement income planning. He has also directed the advisor training programs for the downtown Houston and Clear Lake Merrill offices. Stephen earned a Bachelor of Business Administration degree with a concentration in finance from the University of Houston. He holds the Certified Financial Planner® designation awarded by the Certified Financial Planner Board of Standards Inc. Outside of work, he enjoys live music, the beach, weightlifting, fishing, and spending time with his family. He is an active member of Second Baptist Church and lives in Katy, TX, with his wife and three children.

Marco Pena is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at American Airlines from 2014 to 2019. J.P. Morgan Securities 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 to inform its recommendations.

Hayden Kerns is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Frost Bank, and Encap Investments Holdings LLC. Hayden is also employed by JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, specializing in asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Craig Steury is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities since 2014. Outside of his advisory role, he is co-owner of Steury Trevino Management LLC, a company involved in managing and remodeling residential real estate properties for short-term rentals. J.P. Morgan Securities 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 large team of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Patrick is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked for Memorial Hermann Health System for ten years before joining Fidelity in 2024. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Alexander Fleming is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2020 and previously worked in education and retail sectors. 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 nationwide network of financial advisors and branch offices.