Jennifer Salvato is a financial advisor at Cetera with nine years of industry experience and a Series 66 designation. She has worked with Cetera and its related entities since 2013 and operates Salvato Design Services, a business she has managed since 2010. In addition to her advisory role, she serves as the finance chair for the Women’s Ministry Board at Holy Covenant United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through multiple program structures and investment management options.

Christopher Natera is an Investment Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients to assess their financial goals and risk tolerance, developing investment strategies that align with their objectives. Prior to this position, Christopher served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Outside of his professional work, Christopher has personal interests in baseball, bowling, fitness, golf, soccer, and tennis.

Steven Nelson is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Next Financial Group Inc. for 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Franklin Guanipa Navarro is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. He has worked at Fidelity Investments since 2022 and was previously employed at Pruco Securities LLC and Everise. Outside of his advisory role, he is a partner in a bakery cafe called Small Cakes in Houston, where he handles business development, financial operations, logistics, accounting, and business analysis. Fidelity, through its Strategic Advisers subsidiary, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios based on long-term asset allocation benchmarks.

Jeffery Scott is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Corebridge Financial, Valic Financial Advisors, and Primerica Advisors. Prior to his financial services career, he was employed by Shell Oil Company for seven years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with brokerage and investment management services, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Sofia Guerra is a financial advisor at Fidelity with Series 63 and Series 65 credentials and four years of industry experience. Her background includes positions at Fidelity Investments and the University of Houston. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Felisa Rodriguez currently serves as Vice President and Branch Leader at Fidelity Investments, where she leads and coaches a team of financial professionals dedicated to delivering exceptional client experiences. She emphasizes collaboration and personalized financial planning to help clients and their families grow, safeguard, and manage their wealth across generations. Rodriguez has extensive experience within Fidelity Investments, holding various roles since 2012, including Assistant Branch Leader, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Corporate Retirement Services Coordinator at Business Financial Group. Her career reflects a sustained commitment to financial services and leadership within the industry.

Ashley Peterson is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, she worked for sixteen years within the Lamar Consolidated Independent School District. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cody Siebert is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and OSAIC. Outside of his advisory work, Siebert is involved in agricultural farming through Dream Catcher Farms in Cat Spring, Texas. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from multiple sources.

Amy Kohlert is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Based in Katy, TX, her practice is part of a large nationwide firm. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michelle Cohen is a Financial Consultant at Fidelity Investments, where she collaborates with clients to develop and implement customized financial plans utilizing Fidelity's technology. She has held this position since 2021. Prior to her current role, Michelle worked at Stavis & Cohen Financial in various capacities from 2015 to 2021, including Financial Advisor, Financial Planner, Client Service Associate, Insurance Coordinator, and Staff Assistant. This experience has contributed to her knowledge in financial planning and client services.

Michael Mcgee Sr. is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 32 years of industry experience. His career includes long tenures at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance. He is also an independent insurance agent through his firm McGee Wealth Management and is involved in authoring, educating, podcasting, and speaking activities. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Doreen Collado is a financial advisor with Primerica Advisors in Katy, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Her career includes roles at PFSI Investment Inc. and Primerica Financial Services, along with positions in healthcare at St. Lukes Baylor Medical Center and HCA Texas Women's Hospital. Outside of financial advising, she is a partner in CLIENTS CHOICE, LLC, a heating and cooling business. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers model-driven investment strategies supported by third-party managers and custodians, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors across more than 1,800 offices.

Kassidy Davis is a Planning Consultant at Fidelity Investments, where she collaborates closely with a Vice President Financial Consultant to build trusted client relationships. In this role, she utilizes Fidelity's resources and planning tools to develop and implement strategies tailored to clients' specific needs. Kassidy has been with Fidelity Investments since 2019, progressing through roles including Financial Services Associate, Financial Representative, and Relationship Manager before assuming her current position in 2024. Her experience spans various aspects of financial services within the firm. Outside of work, Kassidy enjoys attending concerts, participating in family activities, hiking, listening to music, engaging in outdoor adventures, and traveling.

Chad Lemmond is a financial advisor with Edward Jones in Richmond, TX, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked for four years at Pacific Builders Inc. He is also the manager of Lemmond Consulting LLC, a consulting business based in Needville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Tanner Mitchell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2022. Prior to this, he was employed at JPMorgan Chase Bank, N.A. and held positions at Mettler Center and Herriott's Rental. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Eric Hodgeson is a financial advisor with Cetera, holding a Series 63 designation and over 31 years of industry experience. His career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, as well as maintaining his own tax preparation and accounting practice since 1982. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of services to individual and institutional clients nationwide, including portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with access to various investment strategies and third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Shannon Scott is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at NFM Lending, Hometown Lenders Inc, Homebridge Financial Services Inc, and American Family Insurance agencies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Jasmine Garrett is a Planning Consultant at Fidelity Investments, where she has worked since 2020. She has built her career on assisting clients through financial planning to help them achieve their long-term goals. Jasmine partners professionally with families, small business owners, and a diverse audience of clients to ensure they have access to financial support and resources. Prior to her current role, Jasmine was a Wealth Advisor at Morgan Stanley from 2014 to 2020 and a Financial Advisor at Ameriprise Financial from 2012 to 2014. Her professional experience spans over a decade in financial advisory roles. Outside of her professional work, Jasmine has personal interests that include visiting the beach, enjoying comedy, exploring food, visiting museums, and volunteering.

Donald Snowden Jr. is a financial advisor at Edward Jones in Katy, TX, with eight years of industry experience. He has held his current position since 2017 and previously worked at AMT from 2014 to 2017. Snowden holds a Series 66 designation. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.