Vivek Mehta is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Raymond James Financial Services, Texas Capital Bank, and BOSC, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models in its financial planning process.

Austin Frederick III is a financial advisor with Edward Jones in Sugar Land, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Standard Furniture Manufacturing Company and Heritage Home Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Richard Ragoobar is a Financial Consultant at Fidelity Investments, where he partners with clients to develop personalized financial plans using Fidelity's comprehensive resources and tools. He collaborates closely with clients to understand their financial goals, priorities, and needs, aiming to support them in achieving long-term financial objectives. He has been with Fidelity Investments since 2022, initially serving as an Investment Consultant before transitioning to his current role in 2024. Prior to that, Richard worked as a Private Client Banker at JP Morgan Chase from 2009 to 2022. He holds a California Insurance License. Outside of his professional work, Richard has personal interests that include cars, fishing, fitness, music, and pets.

William Manch is a CFP® professional with 45 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions with an emphasis on research-driven investment strategies and diversification principles.

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.

Rajesh Desai is a financial advisor with LPL Financial in Sugar Land, TX, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2024. Outside the financial sector, he is involved as a business owner of Namaskaar Foundation, LLC, which operates in travel and electricity distribution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from both internal and third-party sources.

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.

Jonathan Romero is a Planning Consultant currently working at Fidelity Investments since 2024. He has accumulated four years of experience in the financial services industry, focusing on helping clients achieve their financial goals through customized financial planning. Prior to his current role, Jonathan served as a Financial Solutions Advisor at Merrill Lynch from 2022 to 2024 and as a Licensed Relationship Manager at JP Morgan Chase from 2021 to 2022. His professional background reflects a commitment to understanding clients' unique financial needs and building lasting relationships. Outside of his professional career, Jonathan engages in family activities, fitness, social events with friends, snowboarding, soccer, and traveling.

Joseph Rose is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services for 11 years. Outside of his advisory role, he operates JCRose Consulting and is involved with The Noble Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Ramakrishna Gali is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2003 to 2019. Since 2019, he has been associated with both City National Bank and RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' Advisory Risk Profiles.

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.

Fred Van Meter is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in various client focus areas including retirement planning, college education planning, divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, philanthropic planning, and portfolio management services. With close to thirty years of experience, Fred and his team assist clients in navigating each new phase of life by understanding their unique needs and goals. They provide tailored solutions and dedicated attention to help ensure a positive client experience. Fred holds a Bachelor's Degree from the University of Houston System and holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional work, Fred enjoys fishing, golfing, running, scuba diving, spending time with his family, and traveling.

Michael Brooks is a financial advisor with UBS Financial Services in Sugar Land, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partner at Brooks Law PLLC, where he engages in select pro bono and non-financial legal matters and occasionally presents at Texas law schools on how to complete law school and pass the Bar Exam as a nontraditional student. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Danielle Armstrong is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 credential and previously worked at Prudential and LPL Enterprise. Armstrong is also involved in hospitality through her ownership of The Conclave LLC, where she hosts client events and tours. 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.

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.

Jared Kenney is a ChFC®-designated financial advisor with 17 years of industry experience, currently affiliated with LPL Financial in Sugar Land, TX. His prior experience includes roles at Raymond James Financial Services and Oak Harvest Investment Services. Outside of his advisory work, he is involved in several business ventures, including ownership of Wild Aggie Studios LLC, operating under the brand Hotworx Sugar Land. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Trevor Mc Gee is a financial advisor with Charles Schwab based in Sugar Land, TX. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His work history includes roles at Charles Schwab and Charles Schwab Bank, along with prior positions at Greenyard Inc and Texas A&M University Department of Recreational Sports. Charles Schwab 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 and offers a multi-asset investment approach supported by in-house research and alternative investment options.