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 licenses and bringing 26 years of industry experience. His prior work includes positions at Merrill from 2003 to 2009 and Morgan Stanley DW Inc. from 2000 to 2003. He is also involved with Steer Wealth Management LLC, an entity related to his LPL business. 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 access to third-party asset managers, supported by extensive operational tools and a broad non-advisory financial services platform.

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.

Courtney Miller is a financial advisor at Fidelity with 10 years of industry experience. She has held roles at Fidelity Brokerage Services LLC since 2017 and previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC. She holds Series 63 and Series 66 licenses. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios made up of mutual funds, ETFs, and ETPs, with a focus on oversight and conflict-of-interest management.

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.

Lorena Figueroa is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Fidelity, having joined in 2026, and previously held roles at JPMorgan Chase, Capital One, and Regions Bank. Outside of her advisory career, she assists with an Etsy shop selling handmade bracelets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

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.

Ryan Cobb is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and GWN Securities. Outside of his advisory role, he has experience in custom pool construction and homebuilding. 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 and model portfolio programs, supported by a broad platform of investment strategies and technology tools.

Clayton Mccain is a financial advisor with Cetera who holds a Series 66 credential and has 11 years of industry experience. He previously worked at Bank of America and Merrill and is currently involved with Alliance Wealth Strategies LLC and Dauntless Wealth Management. Mccain acts as trustee for the William C McCain Jr Descendants Trust, managing family investment assets. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, with a multi-manager platform that supports a wide range of investment strategies and program structures.

William Forsyth is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His career includes previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through non-discretionary relationships, utilizing a range of portfolio management styles and affiliated research.

Colin Welch is a financial advisor at Edward Jones in Webster, TX, holding a Series 66 designation with over a decade of experience. Before joining Edward Jones in 2026, he worked at Link Crude Resources for four years and AET, Inc for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

James Huber is a CFP® and ChFC® with 10 years of industry experience. He is currently with Wells Fargo Clearing Services, LLC, having joined in 2025 after a decade at Edward Jones. Outside of advisory work, he holds a minority ownership interest in an oil and gas ranch where he is involved in cattle raising and leasing for production. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Trevor Pickett is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. Prior to this, he was employed at Pinebrook Wealth Strategies and T-Mobile. Outside of advising, he is an associate at Velonix Wealth, where he is responsible for trade entry, transaction review, portfolio research, and related tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network of advisors.