Ifeanyichukwu Iwuji is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in fitness and education sectors, including roles at Blink Fitness, Inner Strength Fitness, and Wylie Independent School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its advisory role to multiple registered investment companies, and incorporation of AI tools in research and portfolio management.

Lauren Campbell is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Fidelity Investments since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets, with oversight of affiliated and unaffiliated sub-advisers.

Mitchell Imoudu is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work history includes positions at Wells Fargo Bank N.A. and CarMax, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and consult on a diverse range of investment products and model portfolios.

Michelle Morris is a financial advisor at OSAIC with six years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Triad Advisors and Primerica. In addition to her advisory role, she is involved in educational tutoring and hosts seminars on non-securities topics. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and a range of investment products to manage portfolios on discretionary or non-discretionary bases.

Hulon Whatley is a CFP® and PFS™ credentialed financial advisor with Ameriprise, based in Sugar Land, TX, and has 29 years of industry experience. He has been with Ameriprise and its affiliate firms since 2014. Outside of advising, he serves on the boards of several local nonprofit organizations, including Parks Youth Ranch and Abigail’s Place, and is involved with River Pointe Church and a local city council campaign fund. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions. The firm offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Toribio Lopez Jr. is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC. In addition to his advisory role, he has been affiliated with Texas A&M University-Commerce since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Jose Valle II is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work history includes roles at Fidelity Investments, Charles Schwab, TD Ameritrade, JP Morgan, Bank of America, and Merrill. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management, financial planning, and consulting services through a large network of independent advisors and utilizes a multi-manager platform with multiple program structures and custodial relationships.

Jarrod Mc Cubbin is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation. He has experience working at Morgan Stanley since 2025 and previously operated insurance agencies affiliated with Allstate from 2015 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach utilizing firm‑approved tools and modeling techniques.

William Keel Jr. is a financial advisor at OSAIC Wealth Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance Associates and Lone Star Health Plans. Outside of advisory work, he is involved in business activities such as selling health and disability insurance and operates a firearms retail business as a partner in Texas Outdoors Guns & Stuff, LLC. OSAIC Wealth Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, utilizing firm-supported asset allocation and portfolio construction tools across multiple investment platforms.

Jay Do is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 registrations and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at Fidelity Investments and its affiliated entities from 2023 to 2025. Jay also has experience in the gig economy, having worked with companies including Instacart, Uber, DoorDash, and GrubHub in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized manager due diligence and applies an ESG eligibility framework when recommending strategies.

Nathaniel Saurage is a financial advisor at Edward Jones with a Series 66 license and three years of industry experience. His prior work includes roles at CVS Health and Raising Cane’s. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor network and a range of affiliated services beyond traditional advisory offerings.

Matthew Steger is a financial advisor at Edward Jones in Fulshear, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Gabriel Camera is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop investment strategies tailored to their unique financial situations, risk tolerance, and objectives. He has held several roles at Fidelity Investments, progressing from Financial Representative in 2021 to Investment Consultant in 2023 before assuming his current position in 2024. His experience at Fidelity Investments spans multiple roles including Relationship Manager and Investment Consultant, providing him with a broad perspective on client financial needs and investment solutions. This progression reflects his ongoing commitment to supporting clients in achieving their financial goals.

Keith Lane is a Financial Consultant at Fidelity Investments, where he has been employed since 2011. In his current role, he collaborates with clients to develop customized financial plans aligned with their goals, utilizing Fidelity's resources. Prior to his current position, he worked as an Investment Consultant at Fidelity Investments from 2011 to 2014. His financial services career began at Edward Jones, where he served as a Financial Advisor from 2009 to 2011.

Jonathan Bui is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their situations and needs. He focuses on developing holistic financial plans that help clients work towards their goals. He has held several roles at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This experience has contributed to his expertise in client relationship management and financial planning. Outside of his professional work, Jonathan has personal interests in board games, football, golf, and parenthood.

Olivia Watkins is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Outside of her advisory role, she co-hosts the All My Heroes Podcast, where she discusses and analyzes anime episodes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Blake Greer is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked at Cetera since 2025 and has managed Greer Wealth Management since 2013, previously working at Concourse Financial Group Securities Inc for 12 years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party money managers.

James Barnett is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers from 2005 to 2021, and has operated his own entities, including CSS455 LLC. James also maintains an insurance agent role related to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 multiple sources across discretionary and non-discretionary programs.

Taylor Navel is a Series 66-licensed financial advisor with Edward Jones in Richmond, TX, and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Garrett Roberts is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has nine years of industry experience, including prior roles at AXA Advisors, LLC and Ralph Lauren. Outside of his advisory work, he is involved with Melissa Roberts LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC-registered investment adviser and broker-dealer platform.