Andrew Benjamin is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at APEX Systems, Source Point, Inc., Ttec, and Invesco. Benjamin is also involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its investment solutions.

Leonel Tejada is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach 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.

Preetinder Kaur is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2017, also working with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions with research-driven investment approaches.

Diego Moreno is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, BBVA, and International Bank of Commerce. Outside of his advisory work, he is involved in billing services at Friendly Care Primary Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach and offers both brokerage and advisory solutions through a large network of advisors.

Stephen Ulsh is a ChFC® and holds a Series 66 license, with 13 years of industry experience. He has been with Edward Jones since 2013. In addition to his advisory role, he serves as Chief Financial Officer for Aslan Federal, a government contracting services firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Christopher Oconnell is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, following prior experience at Sagepoint Financial, Inc. from 2018 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Anthony Lapia is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 63 designation and 39 years of industry experience. He has worked with Wells Fargo since 2009, including time at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shehzad Khan is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to generate tailored, algorithm-assisted recommendations.

Adam Behr is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. He previously worked at Wells Fargo Clearing and Mutual of Omaha Bank, and has experience in non-financial sectors including a role at Grane Whiskey Dispensary. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Susana Ruiz is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019, following seven years at UBS Financial Services. She is based in Houston, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jordan Hood is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at ABC Supply Co. Inc for four years and attended Texas A&M University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including both discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Nicole Rizzo is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Fidelity Investments and Edward Jones Investments, along with experience outside the financial industry. Edward Jones is a full-service wealth management firm serving 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Daniel Kim is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at USAA Life Insurance Company, USAA Investment Services Company, and USAA Financial Planning Services. 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 grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Cynthia Bergel is a financial advisor with LPL Financial in Houston, TX, holding a Series 63 designation and 32 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory work, she owns a home-based business making and selling handmade silver jewelry, masks, and custom tags, as well as an embroidery design business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management supported by both proprietary and third-party research.

Jeremy Torres is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and three years of industry experience. He has been with Merrill since 1995, accumulating over 31 years at the firm. Outside of advising, he works as a delivery driver and rideshare consultant for companies including DoorDash, Uber, and Walmart Spark. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

William Eidbo is a Series 66-registered financial advisor with J.P. Morgan Securities in Houston, TX, with one year of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., and previously was employed at Invesco Ltd. Eidbo attended the University of Texas from 2021 to 2025. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Melinda Dupler Whitmire is a financial advisor at Wells Fargo Clearing in Houston, TX. She holds Series 63 and Series 65 designations and has been with Wells Fargo Bank, N.A. since 2012. Whitmire joined Wells Fargo Clearing in 2025. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Johnathan Ramirez is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Family Dollar and Wells Fargo Bank, nA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brian Strawn is a financial advisor with Ameriprise in League City, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns and manages DGW Worldwide, LLC, an investment-related business. Ameriprise provides a retirement-income planning service tailored to individuals near or in retirement with significant investable assets, delivering structured, non-discretionary recommendations that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Babak Seyedain is a CFP® credentialed financial advisor with 18 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He is based in Houston, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and external sources.