Alexander Soler is a financial advisor with Equitable Advisors in Houston, TX, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a director for Harris County Municipal Utility District No. 213-A and is a board member of the PWG Partners Foundation. Equitable Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm utilizes a range of advisory models delivered through its network of Investment Adviser Representatives and third-party program sponsors.

Matthew Comer is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2000. He specializes in assisting clients and their families with tax efficient investing, retirement savings, income planning, and wealth transfer strategies. His role focuses on helping clients work toward their financial goals throughout different life stages. Matthew has held the position of Vice President, Financial Consultant since 2012, following 12 years as a Senior Investment Representative at Fidelity Investments. He holds insurance licenses in Arkansas and California.

Dave Mohammed is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at CUNA Brokerage Services, INC and Cuna Mutual Group for ten years. Outside of his advisory role, he manages a property management business in League City, Texas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a distinctive focus on systematic methodologies and oversight.

Esther Beal is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, incorporating ESG considerations and utilizing affiliates for implementation and portfolio services.

Grant Hall is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Ameriprise Financial Services, LPL Financial, and Morgan Stanley DW Inc. In addition to his role at OSAIC, he is involved with SilverOak Financial Group in business development, marketing, and client engagement. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment programs and strategies.

Jared Poulter is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has worked at Morgan Stanley since 2015, including a role at Morgan Stanley Services Group Inc. from 2017 to 2018. Outside of his advisory work, he co-hosts the Brothers Podcast. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, serving clients through tailored financial plans and various institutional and retail offerings.

Brett Marshall is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Drawing on his experience as a former professional baseball player, he provides guidance that helps clients build and protect their financial future. Brett focuses on areas including college education planning, retirement income, tax minimization, and managing new wealth, with an emphasis on clear, practical advice tailored to each client’s unique circumstances. Brett holds a Bachelor's Degree from the University of Houston and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His approach is shaped by his personal background of growing up in a family without financial guidance, which motivates his commitment to financial education and empowering clients to make informed financial decisions. Outside of his professional work, Brett is involved in community activities such as Grace Bible Church, Hearts2Honduras Mission Trips, the Houston Livestock Show & Rodeo Directions & Assistance Committee, and the New York Yankees Hope Week. His personal interests include baseball, fishing, football, gardening, golfing, hiking, hunting, skiing, traveling, and spending time with his family.

Parker Joffrion is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2021, he worked briefly at KPMG and spent five years in full-time education. Outside of his advisory role, he co-owns and manages the bookkeeping for a used construction equipment business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services and proprietary research.

Kyndal Martin is a financial advisor at Ameriprise in Houston, TX, holding Series 63 and Series 65 designations with 10 years of industry experience. Prior to joining Ameriprise in 2023, Martin worked at Bank of America, Merrill, and AXA Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and dependable income sources. The firm’s approach includes centralized analysis and non-discretionary implementation, with a distinctive enrollment process that emphasizes investable assets within its affiliated product ecosystem.

Josephine Olmstead is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Equitable Advisors LLC and Prudential Insurance Company of America. Olmstead serves on the boards of the Normal To Be Fit Charitable Foundation and the Houston Taiwan Institute for Senior Citizens. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved analytical tools to deliver collaborative, written recommendations.

Peter Fontana is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with PFS Investments Inc. since 2022 and has been involved as a freelance event contractor since 2017. Outside the financial industry, he engages in event production through freelance contracting. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party asset managers, overlay management, and custody services.

Ange Bi Youan is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Next Financial Group, Inc. and HD Vest Investment Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios built from mutual funds, ETFs, and ETPs.

Brint Galey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at several financial institutions, including Bank of America, Merrill, and Charles Schwab. Outside of his advisory role, he serves as an independent contractor for a family business involved in hazardous remediation, managing vendor payments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Niegel Stevens is a financial advisor at Fidelity with five years of industry experience holding Series 63 and Series 66 credentials. His prior roles include positions at VALIC Financial Advisors and multiple engagements with the University of Houston, as well as a brief tenure with the Office of the Comptroller of the Currency and the Federal Reserve Bank of Dallas. He is the sole proprietor of New Legacy Ventures LLC, a holding company for potential future business activities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Aaron Mccubbin is a financial advisor at Wells Fargo Clearing with 10 years of industry experience and holds the Series 66 designation. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously at Raymond James & Associates. Outside of his advisory role, he serves on the Board of Directors for Fort Bend County Municipal Utility District #143, overseeing community operations and 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 manages approximately $671 billion in assets with more than 14,000 advisors and offers both brokerage and advisory solutions using research-based investment strategies.

Brian Kingshill is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been managing assets for high net worth individuals since 1985 and has experience in asset management for corporations within the Global Wealth Management Group. Additionally, he spent two years at the Institutional Bond Desk providing fixed income advisory services to financial institutions. Brian and The Kingshill Group focus on providing strategies for complicated financial situations, serving clients across all areas of wealth management. Their services include risk management, retirement income strategies, college savings, estate planning services, and portfolio management. Brian holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the Texas State University System. Outside of his professional work, Brian is active in chairing charitable fundraising events and dedicates much of his time to his wife, daughter, and two grandchildren.

Patricio Hernandez is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Cypress Point Wealth Management and time at Texas Tech University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through its network of Investment Adviser Representatives, relying on both proprietary and third-party solutions.

Fausto Lopez is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at TIAA-CREF, J.P. Morgan Securities, and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research.

Philip Meikle is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., NYLIFE Securities LLC, New York Life Insurance Company, and North Star Resource Group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Mario Noun is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Goldman Sachs, as well as a period of employment at the University of Houston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and methodologies.