Charles Rizzo is a financial advisor with Edward Jones in Pearland, TX, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive advisor and branch network and additional services such as a trust company and securities-based lending.

Shane Stephens is a Financial Consultant currently working with Fidelity Investments. He collaborates with clients to develop financial plans that align with their individual goals and needs, and assists in implementing these plans through appropriate investment strategies. Shane's experience at Fidelity Investments spans several roles, including Financial Representative in 2022, Investment Consultant from 2023 to 2024, and Financial Consultant from 2024 to the present. Outside of his professional work, Shane has personal interests in baseball, fishing, football, golf, kayaking, and spending time with pets.

Jennifer Robbins is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at PNC Investments, BBVA Securities Inc, Morgan Stanley, SWBC Investment Services, and Capital One Investing. Outside of advising, she has explored real estate opportunities through an ownership interest in Next Adventure Properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of investment strategies supported by a large network of financial advisors and branch offices nationwide.

Thalia Savvidis is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of her advisory role, she is involved with DGW Worldwide, LLC as an independent advisor. Ameriprise provides a retirement-income planning service focused on individuals near or in retirement who meet specific asset criteria, offering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team.

Douglas Ottosen is a financial advisor at Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2023. In addition to advisory work, Ottosen has involvement in non-investment activities related to home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Carter Malonson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles including positions at North Italia and Vanderbilt University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Justin O’Bannon is a financial advisor with OSAIC Wealth, Inc. in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has been employed by BP Energy Co since 2014. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization, supports discretionary and non-discretionary strategies, and is notable for its scale, affiliate network, and recent consolidation activity.

Stephen Hever III is a financial advisor at LPL Financial in Houston, TX, with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His career includes roles at JSC Federal Credit Union, IMG Financial Group, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily through its network of investment adviser representatives.

Robert Stillman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes prior roles at Ameriprise and Edward Jones. Outside of his advisory work, he is involved in an art business, spending time monthly as an artist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive research tools and a large network of investment adviser representatives.

Mayank Rai is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. In addition to his advisory role, he serves as an office manager involved in life and health insurance and indexed annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a range of programs and third-party manager options.

John Graham is a Financial Consultant at Fidelity Investments, where he works directly with clients to help them plan for their financial goals. He has been in this role since 2025. Prior to his current position, John held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2025 and Relationship Manager in 2023. Before joining Fidelity, he was an Investment Services Representative at Ameriprise Financial from 2022 to 2023 and an Associate Banker at J.P. Morgan Chase from 2020 to 2022.

Lezette Marion is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2023. She has over two decades of experience partnering with individuals, businesses, and families to assist with planning and investing to meet their unique needs. Lezette's approach involves creating strategic wealth plans built on empathetic connections and aims to develop strong, trusting relationships with her clients. Her professional experience spans several roles within the financial industry, including Financial Consultant and Investment Consultant at Fidelity Investments from 2010 to 2023, Private Banker at Wells Fargo from 2005 to 2010, Financial Analyst at Citi Corp from 2004 to 2005, and various managerial and relationship roles at Chevy Chase Bank, Chase Bank, and Wells Fargo from 1997 to 2001. This diverse background contributes to her expertise in wealth planning and financial consulting. Outside of her professional work, Lezette enjoys family activities, exploring food, visiting museums, engaging with music, photography, and traveling.

Brian Standefer is a Certified Financial Planner® with 18 years of industry experience. He has been with LPL Financial since 2007 and operates out of Houston, TX. In addition to his advisory role, Standefer serves as a public notary and holds a license to sell long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary and third-party strategies.

Alicia Smith is a financial advisor at Primerica Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked in roles at Primerica Advisors since 2020, as well as prior positions at PFSI Investment Inc. and Jordan Cove LNG, LLC. Outside of advising, she is involved in the sale of loan products and home security and automation services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody/clearing services.

Bruce Abrams is a financial advisor with Thrivent Investment Management in Houston, TX. He holds the Series 66 credential and has five years of industry experience. His prior work includes roles at Bulldog Security, Uber, and Uhaul. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics. The firm combines planning with managed-account services through its WealthPlan option while keeping those services separate.

Stephen Bonczek is a financial advisor with OSAIC, holding a Series 66 credential and over 20 years of industry experience. His career includes roles at Royal Alliance Associates, INC., Bonczek Financial Services, First Independent Advisory Services, Inc., American General Securities Incorporated, and Ameriprise. He is also involved in insurance sales and service through his business, Bonczek Financial Services. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of advisory and brokerage services with an investment process centered on model-based asset allocation and portfolio optimization.

Steven Shirley is a financial advisor with LPL Financial in Friendswood, TX, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior experience includes roles at Westpark Wealth Advisors, Calton & Associates, and Ims Securities. Outside of advising, he operates a non-variable insurance business in Friendswood. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Miguel Arias is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. He has worked at Merrill since 2021 and Bank of America, N.A. since 2025. Outside of finance, he works as a food deliverer for DoorDash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Wilson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and possessing 21 years of industry experience. He has been with Primerica Advisors since 2004 and Primerica Financial Services since 2002. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors across wealth segments, as well as corporate and charitable clients. The firm offers model-driven advisory strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Alan Khalil is a financial advisor at Fidelity with Series 63, 65, and 66 licenses. He has one year of experience in the industry and previously worked in insurance and hospitality, including roles at Fred Loya Insurance and Bayou Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and its roles with registered investment companies and model portfolio delivery.