Brad Smith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior experience includes roles at The Huntington Investment Company, JPMorgan Securities LLC, Morgan Stanley, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a variety of financial and estate planning topics without portfolio management or discretionary trading authority.

Yi Zhu is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, Yi worked at Canaccord Genuity Wealth Management and Raymond James Ltd., with a combined eight years in the financial services sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Muna Malik is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Bank of America and JP Morgan Securities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers.

Alex Caballero is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to Fidelity, he held roles at Bill.com, Sewell, AmeriPark, Advantage Solutions, HEB, and C.F.I.S.D. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

David Smetek is a financial advisor at Fidelity Investments, holding a Series 66 designation. He has experience working with Fidelity in multiple periods since 2022 and previously held roles at Sunbelt Securities and academic institutions including Texas A&M College and University of Phoenix. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Carson Gilstrap is a Financial Consultant at Fidelity Investments. He partners with clients to understand their financial goals and utilizes Fidelity's resources to develop personalized strategies that focus on clients' priorities. Carson emphasizes that successful financial planning begins with a client's values and goals to provide clarity, confidence, and control over their financial future. Carson's professional experience includes roles as a Financial Consultant and Investment Consultant at Fidelity Investments since 2022, as well as a Financial Representative at Fidelity from 2019 to 2022. Prior to his roles at Fidelity, he worked as a Financial Advisor at Morgan Stanley in 2019 and completed an Equity Analyst Internship at Ameriprise in 2018. He holds a California Insurance License. Outside of his professional career, Carson has interests in baseball, cars, golf, outdoor adventures, skiing, and tennis.

Dean Lin is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, N.A., J.P. Morgan Securities, Merrill, and Bank of America. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Matthew Braxton is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, and JPMorgan Chase Bank. Outside of his advisory role, he is the owner of Brackstone Properties, a small-scale rental property business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of services on a non-discretionary basis.

Albert Mc Watters is a financial advisor with Edward Jones in Katy, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Burr Computer Environments Inc for seven years. He is also a member of Back Porch Associates, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Jennifer Salvato is a financial advisor at Cetera with nine years of industry experience and a Series 66 designation. She has worked with Cetera and its related entities since 2013 and operates Salvato Design Services, a business she has managed since 2010. In addition to her advisory role, she serves as the finance chair for the Women’s Ministry Board at Holy Covenant United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through multiple program structures and investment management options.

Christopher Natera is an Investment Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients to assess their financial goals and risk tolerance, developing investment strategies that align with their objectives. Prior to this position, Christopher served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Outside of his professional work, Christopher has personal interests in baseball, bowling, fitness, golf, soccer, and tennis.

Steven Nelson is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Next Financial Group Inc. for 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

John Mott is a financial advisor at Morgan Stanley in Houston, TX, with 44 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Franklin Guanipa Navarro is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. He has worked at Fidelity Investments since 2022 and was previously employed at Pruco Securities LLC and Everise. Outside of his advisory role, he is a partner in a bakery cafe called Small Cakes in Houston, where he handles business development, financial operations, logistics, accounting, and business analysis. Fidelity, through its Strategic Advisers subsidiary, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios based on long-term asset allocation benchmarks.

Miguel Turcios is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2012. Outside of his advisory work, he is the managing member of MAT Ventures LLC, a company involved in fixing and flipping homes. 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 systematic portfolio construction across mutual funds, ETFs, and ETPs.

Jeffery Scott is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Corebridge Financial, Valic Financial Advisors, and Primerica Advisors. Prior to his financial services career, he was employed by Shell Oil Company for seven years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with brokerage and investment management services, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Sofia Guerra is a financial advisor at Fidelity with Series 63 and Series 65 credentials and four years of industry experience. Her background includes positions at Fidelity Investments and the University of Houston. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Felisa Rodriguez currently serves as Vice President and Branch Leader at Fidelity Investments, where she leads and coaches a team of financial professionals dedicated to delivering exceptional client experiences. She emphasizes collaboration and personalized financial planning to help clients and their families grow, safeguard, and manage their wealth across generations. Rodriguez has extensive experience within Fidelity Investments, holding various roles since 2012, including Assistant Branch Leader, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Corporate Retirement Services Coordinator at Business Financial Group. Her career reflects a sustained commitment to financial services and leadership within the industry.

Ashley Peterson is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, she worked for sixteen years within the Lamar Consolidated Independent School District. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chris Ames is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.