Jared Sheppard is an Investment Consultant at Fidelity Investments, a role he has held since 2023. He assists clients in pursuing their financial goals by developing personalized financial plans tailored to their unique circumstances and aspirations. Jared emphasizes providing exceptional client service to ensure clients receive consistent guidance and support throughout their financial journeys. Prior to his current position, Jared gained experience in various roles within Fidelity Investments, including Fixed Income Help Desk (2022-2023), Investment Solutions Help Desk (2021-2022), and Investment Solutions Representative (2021). He also worked as a Participant Services Representative at Charles Schwab from 2019 to 2021 and as a Financial Representative at AXA Advisors from 2018 to 2019. Outside of his professional work, Jared has personal interests in baseball, camping, cooking and baking, football, gardening, and golf.

Chelsea Daniel is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63, Series 65, and Series 66 licenses and has 27 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008 before joining Wells Fargo Clearing in 2016. 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 roughly $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Fernando Vizcaino is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Michael Weyant is a financial advisor with Cetera in Houston, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America Merrill Lynch for 16 years and has held various roles at Avantax and Turner Wealth Management. Weyant also operates under the DBA Stream Wealth Partners. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

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 licenses and bringing six years of industry experience. He has worked within various roles at JPMorgan Chase Bank NA and J.P. Morgan Securities since 2019, with prior experience at Mercer and Rice University. 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, and it offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

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®-certified financial advisor with 29 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and with JP Morgan Chase Bank, n.a. since 2018. His prior experience includes 11 years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Amy Ciolli Curtis is a financial advisor with Primerica Advisors in Pearland, TX, holding Series 65 and Series 63 registrations and 22 years of industry experience. She has been with Primerica Advisors since 2016 and has been associated with Primerica Financial Services since 1995. In addition to her advisory role, she is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio models, including strategic, tactical, and tax-managed approaches, supported by custodial and trade execution services from Pershing and overlay management by BNY Mellon Advisors.

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 with Wells Fargo Clearing in Houston, TX. She holds Series 63 and Series 65 licenses and has worked in financial services since 2018. In addition to her advisory role, she is the CEO of Texas Legacy Creations, a small party decor business. Wells Fargo Advisors is a national firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers 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.