William Splawn is a financial advisor with OSAIC Wealth, Inc. in Katy, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His work history includes roles at Royal Alliance Associates, Lone Star Health Plans, and ownership of Splawn and Associates since 1979. Outside of advisory services, he is involved in employee benefits consulting and insurance brokerage through related businesses. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients with integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and offers access to various investment products and third-party managed solutions across multiple platforms.

Kent Beard is a financial advisor with Edward Jones in Fulshear, TX, holding Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

James Bradley is a CFP® professional with 15 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. His work history includes roles at Cambridge Investment Research, Inc. and Bradley Wealth Advisors, LLC. In addition to his advisory work, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, nonprofits, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing various custodial platforms and proprietary and third-party model strategies.

Chloe Mullins is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various roles, including positions at the University of Houston Department of Communication Sciences and the UH Wellness Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Eugene Pokhozhay is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at JPMorgan Securities LLC, Northstar Wealth Management Inc, and Advisory Alpha, LLC. Outside of finance, he was involved with Fun Factory Party, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Raimie Hodges is a financial advisor at Edward Jones in Katy, TX, holding Series 63 and Series 66 credentials with nine years of industry experience. Her prior roles include positions at Merrill Lynch Bank of America and J.P. Morgan Securities. Outside of her advisory work, she volunteers teaching basic budgeting and savings lessons to women in and recently released from prison and serves as a precinct chair for the Harris County GOP. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates a large national network of advisors and branch offices and offers services including tax-efficient investing and proxy voting under a fiduciary standard.

Corey Jones is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity, he served six years with the Houston Police Department and four years in the United States Marine Corps. He also worked with Veterans Securing America and has experience outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its use of systematic methodologies, model portfolios, and oversight of affiliated and unaffiliated sub-advisers.

Janet Montgomery is a CFP®-designated financial advisor with 22 years of industry experience. She has been with Cetera since 2020, previously working at First Allied Securities, INC. and First Allied Advisory Services, INC. Montgomery holds a fiduciary position with Brother's Family Limited Partnership and serves as vice president on the board of Alanon Family Group Service, Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, employing a multi-manager platform with various program structures and custodial relationships.

Camden Hippler is a financial advisor with Edward Jones in Fulshear, TX. He holds a Series 66 designation and has been with Edward Jones since 2023, including current and prior roles totaling approximately four years. 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 offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Brown is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was employed at Jacobs Engineering Group from 2016 to 2019. 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 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.

Kinsley Schaff is a Wealth Management Planning Consultant. In this role, Kinsley works in strategic partnership with Wealth Management Advisor Josh Ecroyd to develop a thorough understanding of clients' objectives and long-term priorities. Kinsley is responsible for proactively identifying and addressing the intricate needs of the firm's most affluent families while acting as a trusted advocate and steward of service excellence. Kinsley has held positions at Fidelity Investments, serving as a Planning Consultant from 2025 to 2026 and as a Relationship Manager in 2025. Further details regarding education, credentials, personal interests, or community involvement have not been provided.

Benjamin Velasquez is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Fidelity Investments and Western & Southern Brokerage and Life. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Juan Rascon is a financial advisor with Cetera Investment Services LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include six years at BBVA-affiliated firms across wealth management, securities, insurance, and banking sectors. He also serves as a board member and director of financial strategy for GCD Consulting LLC. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services.

Onisa Treibs currently serves as Vice President and Branch Leader at Fidelity Investments, a role held since 2025. In this capacity, she leads a team of financial professionals focused on delivering comprehensive financial planning services to Fidelity's customers. Her objective is to establish Fidelity and the Houston team as trusted lifetime advisors for individuals, their families, and friends. Her tenure at Fidelity Investments spans over a decade, including previous roles such as Vice President Branch Office Manager from 2016 to 2020, Assistant Branch Office Manager from 2014 to 2016, Investments Solutions Manager for Managed Accounts from 2012 to 2014, and Retirement Solutions Manager from 2010 to 2012. This progression reflects extensive experience in financial planning and investment management within the company.

Rebecca Hollas is a financial advisor with Equitable Advisors in Katy, TX, holding a Series 66 designation and eight years of industry experience. She previously worked at Chilton Capital Management for 12 years. Outside of advising, she serves as a power of attorney and executrix for family members and has involvement with an oil and gas mineral lease. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party sponsors and proprietary offerings, to meet diverse client needs.

Jonathan Reyes is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He previously worked at Raymond James Financial Services from 2009 to 2023. Outside of advisory work, he owns a small rental property. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors, offering a range of portfolio management and financial planning services with a multi-manager platform approach.

Abhay Nair is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, TD Ameritrade, and Scottrade. Outside of his advisory role, he is the sole proprietor of Azure Expanse Homes LLC, a real estate wholesaling and AI business based in Houston. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research and quantitative analysis, delivering model portfolios constructed with long-term asset allocation strategies.

Brian Messier is a financial advisor at OSAIC with 40 years of industry experience. He held a position at Lincoln Financial Advisors Corporation for 36 years before joining OSAIC in 2025. He holds a Series 63 designation. Outside of advising, Messier is an insurance agent specializing in fixed life, health, accident, long-term care insurance, and annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a wide network of advisers and advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes and offers access to third-party models and managed-account solutions.

Vincent Doucette Jr. is a financial advisor with Edward Jones in Katy, TX, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is president of two real estate LLCs based in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Aaron Kilpatrick is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent six years at Deloitte & Touche LLP and operated a shaved ice business for one year. He is also a member of Jordan K Radiant LLC, a photography business based in Katy, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.