Paulina Radpay is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2018, progressing through various positions including Investment Consultant, Relationship Manager, and Financial Representative. Throughout her tenure at Fidelity Investments, Paulina has focused on collaborating with clients to develop and implement sustainable financial plans. She emphasizes building long-lasting relationships based on dependability and trust to support clients in navigating important life events.

Alex Barron is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to define their short and long-term financial objectives and develops customized financial plans tailored to their specific needs. He emphasizes building strong relationships based on trust and reliability. Prior to his current position, Alex held roles at Fidelity Investments including Investment Management Consultant II from 2022 to 2023 and Client Management Representative from 2021 to 2022. Before joining Fidelity, he worked as a Financial Advisor at AIG Retirement Services from 2014 to 2021.

Adam Brand is a financial advisor at Cambridge Investment Research Advisors with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Cambridge, he worked at Centrica and Direct Energy for eight years and Cardtronics PLC for two years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing various portfolio management strategies and platform arrangements tailored to client objectives.

James Forsyth Jr. is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously worked at Edward Jones for 16 years before joining LPL Financial in 2017. Forsyth is involved with Sterling Portfolio Managers LLC, an entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors.

Steven Flodder is a financial advisor with Equitable Advisors, holding Series 65 and Series 66 credentials and 27 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he has served as chairman of the board for Katy Family YMCA and is co-owner of FFG Capital, involved in land development and leasing. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory models implemented through third-party asset managers and offers ERISA fiduciary services, focusing on matching clients to suitable program models based on risk assessment.

Tami Rovall is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She previously worked at BBVA Securities Inc. for eight years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Carol Ejailat is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the CFA® designation and Series 66 license. Since 2017, she has been associated with Morgan Stanley and its Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm uses structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Mark Edelman is a financial advisor with Cambridge Investment Research Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes 15 years at Cantella & Co Inc and he is president of Mark Edelman Interests, Inc. Outside of advising, he is involved in a pass-through business entity of his own and has experience as an investment advisor representative using a trade name. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services delivered through a network of independent financial professionals utilizing various portfolio management approaches tailored to client objectives.

Mark Russell is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he manages a boat slip rental business and serves as executor for an estate. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutions, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but does not provide individual security recommendations within standalone planning programs.

Todd Porter is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2010, progressing through roles as Investment Consultant, Financial Consultant, and currently serving as Vice President. Prior to joining Fidelity, Todd worked as a Wealth Advisor at LPL, a Financial Advisor at Merrill Lynch, and a Personal Financial Representative at Allstate Financial Services. His professional experience spans over two decades in financial services, focusing on creating financial plans tailored to client needs and fostering strong client relationships based on trust. Todd holds an Arkansas Insurance License. Outside of his professional responsibilities, Todd's personal interests include spending time at the beach, engaging in family activities, fitness, and caring for pets.

Chris Pinto is a Vice President and Financial Consultant at Fidelity Investments. In this role, he focuses on developing financial plans that address clients' wealth planning needs. Chris collaborates with clients to create investment strategies aimed at achieving their financial goals, particularly during significant life events such as retirement, job changes, loss of a loved one, or financial windfalls. Chris has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and currently serving as Vice President, Financial Consultant since 2020. His experience encompasses a broad range of financial consulting and client relationship roles within the firm.

Shantel Weigel is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In her role, she works closely with clients to develop financial plans tailored to their individual needs and serves as the primary point of contact throughout their financial journey. Her approach emphasizes collaborative planning, ensuring clients feel confident in their financial strategies. While specific details about her educational background and credentials are not provided, her professional experience centers on personalized financial consultation. Outside of her professional duties, Shantel enjoys attending concerts, cooking and baking, fitness activities, hiking, visiting museums, and traveling.

Frank Wang is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Next Financial Group, Inc. for nine years and has operated the Law Offices of Frank Wang since 2012. In addition to his advisory work, he provides legal services through Frank Wang Law PLLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse financial planning and investment management solutions, utilizing a broad network of advisors and various portfolio strategies.

Rebecca Wagner is a financial advisor with Merrill in Tomball, Texas, holding a Series 66 credential and eight years of industry experience. She has worked at Bank of America and Merrill since 2009. Outside of her advisory role, she is the sole owner of a rental property in Kingwood, Texas. 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.

Thomas Singletary is a CFP®-credentialed financial advisor with Stifel in Houston, TX, and has 23 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he serves as an appointed board member for Lake Shore Cove Homeowners Association, where he presides over meetings, manages the annual budget, and enforces community rules. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services informed by a proprietary investment strategy methodology.

Flo Saldana is Vice President, Wealth Planner at Fidelity Investments, where she has worked since 2018. In this role, she collaborates with clients and their families to develop and implement comprehensive financial plans. She is part of the Wealth Management financial planning team at Fidelity. Flo has extensive experience in the financial services industry, having held multiple positions at Fidelity Investments since 2007, including Financial Consultant, Private Client Specialist, and Branch Service Manager. Prior to her tenure at Fidelity, she held roles such as Call Center Manager at StockCross Financial Services and Fiserv Investor Services, Operations Manager at TradeCast Securities, Head Trader at GRO Corporation, Branch Office Manager at Self Trading Securities, and Financial Planner at IDS, also known as American Express Financial Advisors. She holds a California Insurance License.

Debora Celestino is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds a Series 63 designation and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a nationwide adviser network.

Nathalie Abaunza is a financial advisor with Morgan Stanley in Houston, TX, holding the Series 63 and Series 66 licenses with 23 years of industry experience. Her prior roles include positions at BBVA Insurance Agency Inc., Bbva Securities Inc., and COMPASS Bank. Outside of her advisory work, she is involved in entrepreneurial ventures including Pupaws Dog Treats LLC and La Nueceria, a retail and online store in Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic models as part of its advisory process.

John Wilson is a financial advisor with Mass Mutual Investors Services in Houston, TX, holding a ChFC® designation and Series 63 license. He has 41 years of industry experience, all with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 1984. Outside of his advisory work, he is involved as a sole investor in oil and gas properties that produce income. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools to support client goals.

Landon Feutral is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at MML Investor Services and MassMutual Life Insurance Co. Feutral is also involved with the Nelson Nash Institute as an Infinite Banking Practitioner. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a multi-manager platform with diverse portfolio management options and comprehensive financial planning services.