Mark Dempsey Jr. is a financial advisor at Edward Jones with five years of industry experience. His previous roles include positions at Southern Glazers Wine and Spirits, Solon Marketing, and D&V International. He holds a Series 66 designation. 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 through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Aamir Hasanali is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked within various roles at JPMorgan Chase Bank NA and related entities since 2019, as well as prior experience at Mercer and Rice University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Brian Borden is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work history includes roles at Wells Fargo Bank, Bank of America, and positions in real estate and collections. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Benny Ron Hinson is a CFP® professional with 29 years of experience in the financial services industry. He has been with J.P. Morgan Securities since 2012 and also works with JP Morgan Chase Bank, N.A. since 2018, both based in Houston, TX. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with affiliated brokerage, distribution, and investment management services.

Amy Ciolli Curtis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with Primerica Advisors since 2016 and has worked at Primerica Financial Services since 1995. Her other business activities include sales of investment-related products and referral activities for home security, automation products, and loan services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports accounts with custody and trade execution services from Pershing.

Robert Pizzitola is a financial advisor with LPL Financial in La Porte, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at WESTPARK WEALTH Advisors, Inc. 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 and third-party asset management, supported by advanced operational and research tools.

Troy Horn is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2026 and has prior experience at Wells Fargo Bank, nA, Collabera, Texas A&M University, McKesson, and the City of Conroe. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Masi Mott is a financial advisor at Edelman Financial Engines with three years of industry experience. Prior to joining Edelman in 2026, Mott worked at Empower Financial Services and Empower Advisory Group, as well as Personal Capital Advisor Corporation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Kevin Roberts is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at City National Bank, RBC Capital Markets, and Morgan Stanley in various advisory and private banking roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a broad range of portfolio management strategies supported by firm research and multiple affiliated sub-advisers.

Frederick Stewart is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Investments, Wamu Investments, and Morgan Stanley DW. 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 combines brokerage and advisory solutions supported by in-house and third-party research.

Hugh Johnson is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank, Charles Schwab, LPL Financial, and Capital One Investing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios based on proprietary research, quantitative analysis, and systematic methodologies.

Maria Caston is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Raymond James Financial and Raymond James Financial Services from 2016 to 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Jonathan Gharis is an Investment Management Consultant II at Fidelity Investments, where he engages in financial planning conversations with clients to understand their financial picture, improve their plans, and help them strive for the best version of their financial life. He has been with Fidelity Investments since 2021, serving in roles including Investment Solutions Representative and Help Desk, Investment Solutions before his current position. Prior to joining Fidelity, Jonathan worked as a Private Wealth Associate at Bernstein Private Wealth Management from 2020 to 2021 and as a Financial Advisor at Merrill Lynch from 2019 to 2020. His experience spans investment solutions and private wealth management. Outside of his professional work, Jonathan has personal interests that include board games, family activities, food, movies, reading, and traveling.

Benjamin Coffman is a CFP® professional with 10 years of experience in financial advising, all with Edward Jones since 2016. He holds the Series 66 designation and is based in Pearland, TX. 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 under management through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jessica Padilla is a financial advisor at Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 65 licenses. She has been with Wells Fargo Clearing since 2025 and also owns Texas Legacy Creations, a party decor business. Her prior experience includes roles at PHP Agency, Wells Fargo Bank, and other organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jeremy Ginn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Bank of America, JP Morgan Securities, and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dylan Jacobs is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation. He has one year of industry experience and previously worked in roles at Motor Controls Inc and Dynamic Systems Inc. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Bevin Hartnett is a financial advisor with Raymond James Financial, holding a Series 66 license and bringing 21 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and Pinebrook Wealth Strategie. Outside of advisory services, he owns and operates BEH Enterprise LLC, a tax preparation business, and serves as CEO of Velonix Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations, such as a municipal advisor and specialized employer advisory programs.

Matthew Logan II is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has held various roles in the financial services sector including analyst, trader, and portfolio manager before transitioning to his current position. His advisory approach is based on effective communication, integrity-based professionalism, and continuous market education and awareness. Matthew holds undergraduate degrees in business and philosophy from the University of Texas at Austin and an MBA in Financial Services Management from the University of Houston. He is registered with FINRA holding Series 7, 63, and 65 licenses and holds the Personal Investment Advisor (PIA) designation. He speaks both English and Spanish. Outside of his professional role, Matthew is actively involved in his community, contributing to organizations such as Kingwood Forest Cove Little League, Martha's Kitchen, Northwest Aquatic League, and the Gulf Coast Regional Blood Center. He also served two years with the US Peace Corps in Panama where he worked with the Ngabe Bugle community teaching small business practices. Matthew and his family reside in Kingwood, TX, where they enjoy outdoor activities and gardening and are members of St. Martha's Catholic Church.

Brent Williams is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 designations and 21 years of industry experience. His career includes roles at J.P. Morgan Securities, American National Bank of Texas, and multiple positions within BBVA entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its large network of investment adviser representatives.