Byoung Kang is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Ameriprise, he worked for Goose Creek CISD for 14 years. He is also employed at DGW Worldwide, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Douglas Sobotik is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that align with clients' individual goals and the dynamic conditions of today’s market. Leveraging the investment insights of Merrill and the banking services of Bank of America, he focuses on comprehensive wealth management tailored to each client's unique financial picture. Douglas holds the Personal Investment Advisor (PIA) designation. His educational background includes an Associate's Degree from San Jacinto College, coursework completed at the University of Houston System, and a Bachelor's Degree from the University of Phoenix. Committed to community involvement, he participates in volunteer activities within the local area, reflecting Merrill’s tradition of serving the communities where clients live and work.

Allen Baker is a financial advisor at Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at Ameriprise since 2019 and previously spent 10 years at RBC Capital Markets Corporation. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to support tailored, non-discretionary advice, emphasizing assets held in Ameriprise Managed Accounts.

Pedro Rodriguez is a Planning Consultant at Fidelity Investments, where he has been working since 2017. In his role, he partners with clients and their consultants to co-create tailored financial plans that align with their goals and aspirations. Pedro serves as a primary point of contact for clients, addressing their questions, concerns, and needs related to financial planning and achieving their financial objectives.

Chandler Johnson is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2023. Prior to his advisory role, his background includes positions at Texas A&M University, Uber, and La Vernia ISD. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary client portfolios.

AJ Bouvin is a Financial Consultant at Fidelity Investments, a position held since 2023. In this role, AJ works with clients to evaluate their financial needs and collaborates with them to develop a roadmap aimed at progressing toward their financial goals. AJ has been with Fidelity Investments since 2020, gaining experience through various roles including Investment Consultant, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. This progression reflects a comprehensive understanding of investment strategies and client relationship management. Outside of work, AJ engages in activities such as boating, fishing, fitness, outdoor adventures, snowboarding, and traveling.

Spencer Vowell is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Enterprise. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, spanning over a decade. Outside of his advisory work, he serves on the board of Friendswood Church of Christ, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and various financial planning and consulting services.

David Hergert is a CFP®-designated financial advisor with Ameriprise in Houston, TX, and has 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and annual follow-up advice focused on income sources and tax-aware withdrawal strategies.

Mark Grunden is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at Primerica Financial Services and DMR Insurance. Primerica Advisors is a large-scale firm serving individual investors as well as corporate and charitable clients through a wrap-fee asset management program that employs model-delivery strategies created by unaffiliated managers and offers a range of investment approaches including strategic, tactical, and tax-managed models.

Jase Evans is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving clients at Edward Jones since 2016. He holds a Series 66 license and is based in Santa Fe, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Bryce Dooley is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation. He has three years of industry experience, including prior roles at BroadVail Capital Partners and JLL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Shane Klemcke is a financial advisor with Edward Jones in Alvin, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones across two periods totaling seven years, with additional experience at Empower Financial Services, Inc. and Wealthgen Advisors, LLC. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Varkey Abraham is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. His background includes roles in real estate sales and investment-related product sales, alongside a long-standing position as a program manager at MD Anderson Cancer Center. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies supported by third-party asset managers.

Sylvester Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at SouthState Bank, Frost Brokerage Services, Charles Schwab, BB&T Securities, SWBC Investment Company, Morgan Stanley, and Wells Fargo Clearing. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors.

Blaine Douglas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at LPL Financial since 2009 and previously at Merrill and Morgan Stanley. Douglas operates his own advisory practice under LPL Financial. 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 range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Daniel Bader is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it also serves multiple registered investment companies through its use of systematic methodologies and oversight controls.

Alton Drake is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Invesco and multiple positions within UBS since 2022. He attended Southern Methodist University from 2022 to 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

Cynthia Jones is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2011. She has 14 years of industry experience. Outside of her advisory role, she has been involved with the Houston Livestock Show and Rodeo as a Breeder Greeter Committee member, assisting junior exhibitors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory and fiduciary services. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and branch offices nationwide.

Eric Davenport is a financial advisor at LPL Financial with 17 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior work includes roles at CUNA Mutual Group, Commonwealth Financial Network, Selah Financial Service, and American National Insurance Company. 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 range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Daniel Blaylock is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he held positions in import and retail businesses, including MISA Imports and Mexcor Pioneer Wine and Spirits. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.