Joseph Stassi Jr. is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Sigma Financial Corporation, SPC, WFG Advisors, Ameriprise, Morgan Stanley, and Citigroup Global Markets. Outside of advisory work, he is involved as an independent agent in non-variable insurance sales. 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 financial planning and investment solutions, including third-party asset management and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Isaac Cerpa is a Financial Advisor with Merrill Lynch Wealth Management, specializing in tailored financial advice aligned with clients' unique goals. Since beginning his career in the banking and financial services industry in 2012, he has focused on providing comprehensive guidance in areas including education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Isaac holds a Bachelor's Degree from Dallas Baptist University and has earned professional designations as a Chartered Retirement Planning Counselor® (CRPC®) and Personal Investment Advisor (PIA). Fluent in both English and Spanish, he is able to serve a diverse client base, including Spanish-speaking individuals seeking financial guidance. He is a member of the NTX Hispanic/Latino Organization for Leadership & Advancement (HOLA). Beyond his professional work, Isaac and his wife are active in their local church community. He also contributes as a facilitator for Clay Student Leadership, an initiative that provides leadership lessons to elementary students in the Dallas Independent School District. His personal interests include camping, hunting, and spending time with his family.

Raymond Hershey is a CFP®-certified financial advisor with eight years of industry experience, currently with Ameriprise Financial Services LLC. He previously worked at Edward Jones for seven years and spent nine years with the Rockwood School District. Outside of advisory work, he serves on the executive board of CMSSL and is the board treasurer for Aim High St. Louis. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement planning recommendations focused on income sources and tax-aware withdrawal strategies.

Spencer Murchison is a financial advisor with Cambridge Investment Research Advisors in Houston, TX. He holds Series 63 and Series 65 designations and has 28 years of industry experience. His prior roles include positions at Merrill, the Stanford Group Company, and WFG Advisors. Outside of his advisory work, he operates as an independent insurance agent with Synergy Wealth Management. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary portfolio management through multiple platforms and custodians.

Alex Shurin is a CFP® and ChFC® with 23 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. He has been with the firm and its predecessors since 2016 and is also involved in martial arts instruction and management at West Houston Shotokan Karate. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of solutions including planner-led wealth management, retirement income services, and online advice, using a committee-driven modeling process combined with planner delivery and discretion.

Gorana Komazec Tosic is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2003. She focuses on the pre- and postretirement needs of businesses and individuals, providing retirement planning services, executive compensation strategies, and managing individual and corporate portfolios. Gorana advises a select group of families, entrepreneurs, executives, and business professionals with complex financial needs, aiming to assist them in making informed financial decisions through a disciplined investment approach. She holds several professional designations, including the Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gorana earned her bachelor's degree in finance from the University of Houston. In addition to her professional work, she is involved with the Houston Food Bank in her community. Gorana resides in Houston with her two daughters. Her interests include chess, cooking, gardening, music, reading, spending time with family, tennis, traveling, volleyball, and yoga. She was named to Forbes' "Top Women Wealth Advisors Best-in-State" list in 2023.

Bryan Hamlin is a Financial Advisor with Merrill Lynch Wealth Management, bringing 28 years of experience in the financial services industry to his practice. He holds the Chartered Financial Consultant® (ChFC®) designation and the Personal Investment Advisor (PIA) credential. Bryan earned his bachelor's degree from the University of Houston System. His expertise focuses on working with executives, retirees, and business owners to help them navigate important financial decisions such as retirement planning, business succession, executive compensation, and multigenerational wealth transfer strategies. Bryan emphasizes understanding each client's unique goals and priorities to develop customized strategies aimed at building, preserving, and transferring wealth. Outside of his professional responsibilities, Bryan enjoys traveling—with visits to 18 countries—as well as golfing, listening to music, and football. He also maintains an active lifestyle through fitness training and is a member of the Space City Corvette Club.

Cristian Martinez is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Prior to joining Fidelity, he worked at JP Morgan Chase for three years and has held positions in various other companies including Old Second National Bank and eXp Realty LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Marlonde Pierrelouis is a financial advisor with Wells Fargo Clearing in Houston, TX, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank, NA since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lori Scott Klein is a financial advisor with Raymond James & Associates in Houston, TX, holding Series 65 and Series 63 credentials and 26 years of industry experience. She has worked at Raymond James since 2003 and previously at Citigroup Global Markets from 2001 to 2003. Outside of her advisory role, she serves as Vice President of Bay Court Interests Inc. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser serving a wide client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Amir Abileah is a financial advisor at Edward Jones in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Foto Electric Supply Co. and Epilady USA Inc. He also serves as President of the Nine Oaks Condominium Association, a volunteer position on the homeowners association board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Joshua Graeff is a financial advisor with OSAIC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, KMS Financial Services, and Equitable Advisors. Outside of his advisory role, he serves as President of Northern Pacific Asset Management and is CFO and co-owner of his spouse’s esthetics company. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process utilizes model-based asset allocation, portfolio optimization, and a range of managed account programs supported by proprietary and third-party strategies.

Hank Shieh is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with J.P. Morgan entities since 2009, including 14 years at J.P. Morgan Securities. 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 within a non-discretionary advisory framework.

Josie Ferman is a financial advisor with Fidelity in Sugar Land, TX, holding a Series 66 designation and currently with the firm since 2026. Her prior experience includes roles at Memorial Herman, SSAF LLC, the University of Houston, QuVa Pharma, Houston Community College, and Walgreens. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios built from mutual funds, ETFs, and ETPs.

Julie Haviland is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 63 designation and bringing 30 years of industry experience. She has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor financial plans.

Alexander Streusand is a financial advisor at Merrill with 14 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Merrill, he worked at Capital Group - American Funds Distributors, Inc., Franklin Templeton, and Invesco. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal teams and third-party managers.

Mark Magee is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include 15 years at Edward Jones and four years at Chase Investment Services Corp. 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 access to third-party asset managers, supported by research and operational tools.

Alec Smith is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and previously spent 48 years with Lincoln Financial Advisors Corporation. Outside of advising, he works as an insurance agent offering accident, health, disability insurance, health savings accounts, and traditional life insurance. OSAIC Wealth serves a diverse range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting a variety of programs including comprehensive financial planning and Unified Managed Accounts.

Christian Cordova is a Planning Consultant at Fidelity Investments. In this role, he assists clients using a holistic planning approach that encompasses retirement planning, portfolio optimization, and complex financial needs leveraging Fidelity's resources. His objective is to provide clients with confidence in their financial plans and support throughout life's changes as they work toward their goals. Christian's experience at Fidelity began in 2022 as a Financial Representative, followed by a role as Relationship Manager from 2025 to 2026 before becoming a Planning Consultant in 2026. Throughout his tenure, he has developed expertise in client relationship management and comprehensive financial planning.

Mohammad Khan is a financial advisor at Morgan Stanley based in Houston, TX, holding Series 63 and Series 66 licenses with 23 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Morgan Stanley in 2022. Outside of his advisory role, Khan is a partner and investor in Kasturi Food Mart LLC, a grocery store with a restaurant. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its advisory services.