Matthew Richter is a financial advisor with J.P. Morgan Securities in Sugar Land, TX, holding CFP® and ChFC® designations and over 25 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has prior experience at JPMorgan Chase Bank, LPL Financial, and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes access to derivatives and commodities capabilities.

Tanya Stringer is a financial advisor with Edward Jones in Missouri City, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked at UNLV Medicine and Harris Health System, with a one-year sabbatical in 2019. Outside of advisory work, she is the owner of JNO, LLC, a venture focused on designing women's executive clothing and accessories, and serves as a volunteer board member for YMDQ, LLC, assisting with strategic planning and outreach efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a broad range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of more than 23,000 advisors.

Leslea Stock Lopez is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Wunderlich Securities, Merrill, and UBS Financial Services. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jessy Arzola is a financial advisor with Edward Jones in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Edward Jones in 2026, Jessy worked at Merrill Lynch (Bank of America), JPMorgan Chase, and The Prudential Insurance Company of America. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hugo Rodrigues is a financial advisor with J.P. Morgan Securities in Sugarland, TX, holding a Series 66 credential and 16 years of industry experience. His career includes positions at JP Morgan Chase Bank, Bank of America, Merrill, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a range of affiliated portfolio services.

Alyssa Martinez is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and one year of industry experience. She previously worked at Bank of America/Merrill Lynch and has entrepreneurial experience with her own business, Alyssa Briana Beauty. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Gregory Smeraldi is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Crane Worldwide Logistics, Oracle Netsuite, and multiple terms at the University of Colorado Boulder. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and use of systematic methodologies and AI in portfolio management.

Rey Sarmiento is a CFP® professional with 25 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He previously worked at Edward Jones from 2006 to 2009 and has been associated with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm's non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jack Woodward is a financial advisor at Morgan Stanley in Houston, TX, with seven years of industry experience and a Series 66 designation. His work history includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as a brief position with Health2go, Inc. He also has experience at the University of Alabama. 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 financial planning services, utilizing structured planning tools and firm-approved methodologies to support client goals.

Carlos Torresdey is a financial advisor with LPL Financial in Sugar Land, TX, holding a Series 66 designation and seven years of industry experience. His career includes positions at Bank of America, Merrill, Houston Federal Credit Union, and Centro Dr. Becker. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Sandra Andrade is a CFP®-designated financial advisor with 22 years of industry experience, currently with Wells Fargo Clearing since 2016. Her prior roles include positions at Morgan Stanley and its affiliates from 2004 to 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Raymond Mastroleo Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Cantella & Co Inc for over 16 years before joining Cambridge in 2022. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Oscar Hurtado is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2010 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is involved in managing rental property. Morgan Stanley Wealth Management (MSWM) serves both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Shelbi Chapa is a CFP® certificant and Series 66 license holder affiliated with Edward Jones in Katy, TX, with four years of industry experience. She has held various roles at Edward Jones since 2019. Outside of her advisory work, she manages a rental property in Fulshear, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Caleb Green is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Massmutual Life Insurance Company, as well as positions outside financial services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Darren Fenz is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management based in Houston. He has been working in financial services since 1994 and joined Merrill in 1997. Darren specializes in wealth management for individuals and families, focusing on retirement income planning, tax-sensitive distribution strategies, estate planning coordination, and multi-generational wealth transfer planning. He assists clients, particularly employees and retirees of major Houston energy companies, in transitioning from paycheck-driven lives to retirement-driven lives with confidence and clarity. Darren holds a bachelor's degree from the University of Texas at Austin and the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. He is also a Personal Investment Advisor (PIA). His approach emphasizes bringing structure, discipline, and perspective to clients' financial decisions through comprehensive planning. Outside of his professional role, Darren has been married for over 25 years and is a father of three children. He is an Eagle Scout recipient and serves as an Assistant Scoutmaster with Troop 641 of the Boy Scouts of America. These roles reflect his commitment to values such as integrity, preparation, service, and stewardship, which influence how he serves his clients and their families.

Justin Cox is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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 financial planning services that incorporate structured discovery and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Paulina Radpay is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2018, progressing through various positions including Investment Consultant, Relationship Manager, and Financial Representative. Throughout her tenure at Fidelity Investments, Paulina has focused on collaborating with clients to develop and implement sustainable financial plans. She emphasizes building long-lasting relationships based on dependability and trust to support clients in navigating important life events.

Adam Brand is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds Series 66 and Series 63 registrations and has previously worked at Centrica and Cardtronics PLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Teresa Black is a financial advisor at Stifel with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following a 29-year tenure at Merrill. Outside of her advisory role, she provides notary services for clients. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.