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. He holds a Series 66 designation and has one year of industry experience. Prior to joining OSAIC Wealth, he has worked at BP Energy Co since 2014. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides brokerage and investment advisory services with tools such as asset-allocation models and automated rebalancing, offering portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

Michael Warren is a financial advisor with Edward Jones in Texas City, TX. He holds the Series 66 designation and has over 10 years of industry experience, including a decade at Schorre & Associates, LLC prior to joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a national network of more than 23,000 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts and affiliated mutual funds.

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.

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 based in Manvel, TX, holding a Series 66 designation and 20 years of industry experience. His career includes positions at Royal Alliance Associates, Bonczek Financial Services, First Independent Advisory Services, Inc., American General Securities Incorporated, and Ameriprise. He is also the owner of Bonczek Financial Services, where he provides life and health insurance sales and services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios on a discretionary or non-discretionary basis.

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 at Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been affiliated with Primerica since 2002, including 22 years at Primerica Advisors. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies managed by third parties.

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.

Ryan Nelmark is Vice President and Wealth Planner at Fidelity Investments. In this role, he focuses on helping clients develop comprehensive financial plans tailored to their individual goals. He utilizes enhanced technology to provide services including planning, investments, and portfolio analysis. Ryan has extensive experience at Fidelity Investments, having held various positions since 2012. His career progression includes Investment Solutions Representative (2012-2014), Investment Consultant (2014-2016), Financial Consultant (2016-2023), and his current role since 2023. He holds an Arkansas Insurance License. Further educational background or community involvement details are not provided.

Antonio Tatum is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation. He has been in the financial industry since 2022, with prior experience at Commerce Bank, Commerce Trust Company, and ASAP Diagnostics. Before entering finance, his background includes roles at Marriott and Culvers Restaurant. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides tailored recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Veronica Estrada is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones, she worked for SWBC Investment Services for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

David Cheak is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1990. His work focuses on helping clients, including retirees, widows, business owners, and those approaching retirement, to determine long-term financial goals and develop customized financial strategies. David emphasizes areas such as college education planning, personal retirement planning, tax minimization, and retirement income. After serving as Branch Manager and Senior Resident Director of the Houston-Clear Lake branch for 17 years, he returned to focusing solely on his financial advisory role in December 2021. David holds a Bachelor’s degree in business from The University of Texas at Austin, earned in 1980, and an MBA from The University of Houston-Clear Lake, completed in 1988. He is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. He began his financial services career in 1988 with a regional brokerage firm in the Clear Lake area before joining Merrill Lynch. In addition to his professional commitments, David has lived in the Clear Lake area since 1968 and is a member of the Bay Oaks Country Club. His personal interests include golfing, tennis, and traveling. He expresses a philosophy of working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Jacoby Clarke is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He joined Edward Jones in 2024 after graduating from Baylor University in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Corrigan Garcia is a financial advisor at Edward Jones in Alvin, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, Garcia worked briefly at Willis Johnson & Associates and has background experience with Nike and Mugshots Coffee Bar. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.