Eugene Loh is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity and its affiliates since 2011. Outside of his advisory work, he is a partner at TTL Holdings LLC, a business involved in boba tea and real estate, where he manages payroll and inventory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm also supports model portfolio delivery and serves multiple registered investment companies, with distinctive involvement in commodity pool operations and advisory roles uncommon among large institutional peers.

Jonathan Stearns is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009, following a two-year tenure at Edward Jones. Outside of his advisory work, he is involved with First American Insurance Underwriters as a non-variable insurance agent. 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 financial planning and portfolio management services, utilizing a broad network of investment adviser representatives who implement various investment strategies across discretionary and non-discretionary accounts.

Charles Campbell is a financial advisor with J.P. Morgan Securities in Dallas, TX. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2026. Prior to this, he was affiliated with BMI Group, LLC and has experience connected to academic institutions and a kicking academy. 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 integrates quantitative and qualitative research and incorporates ESG frameworks, with implementation support from affiliated investment-management entities.

Anastasia Contreras is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Truist Bank and Wells Fargo, among others. Outside of finance, she has experience working with WinterGreen Synthetic Grass. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Ellen Mc Kay is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merrill in 2025, she held positions at The Vanguard Group and JOANN Stores. Outside of finance, she works at Marshalls assisting with merchandising and cashiering. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Ronnie Rushing is a financial advisor with LPL Financial in Mansfield, TX, holding CFP® and Series 66 credentials and over 25 years of industry experience. He previously worked at Hilltop Securities Inc. and Citigroup Global Markets. 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 portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary account management.

Tony Seery is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He owns and operates a chiropractic franchise business, having acquired three HealthSource Chiropractic locations, with an operator hired to manage day-to-day activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and maintaining one of the largest financial advisor and branch networks in the industry. The firm provides discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Carpenter is a financial advisor at Stifel with Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Bank of America, NA from 2009 to 2020 before joining Stifel in 2020. Outside of his advisory role, he is involved as a co-owner and coach in a baseball training business, Next Level Sports Group, in Dallas. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Michael O Donnell is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and five years of industry experience. He has previously worked at Equitable Advisors LLC and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and services.

Joshua Stultz is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 66 and Series 63 licenses. He has seven years of industry experience, including roles at Wells Fargo Advisors Financial Network and Amazon. 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 range of brokerage and advisory solutions supported by research and analytics.

Jacob Ruiz is a financial advisor with UBS Financial Services in Dallas, TX. He holds the Series 66 designation and has been with UBS since 2025. Prior to joining UBS, he was involved with Robson Property Management LLC and has experience in education from roles at St. Edward’s University and local schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Kim Campbell is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Wells Fargo Clearing and Edward Jones. Campbell is also an insurance agent with Brightstar Insurance Services. 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 offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Robyn Kirby is a financial advisor with Edward Jones in Grand Prairie, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. Kirby has been with Edward Jones since 1999. Outside of advising, Kirby purchases essential oil products from Young Living but does not actively solicit sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm operates with a large nationwide network of advisors and branch offices and provides affiliated capabilities beyond advisory services.

Steven Ard is a financial advisor with J.P. Morgan Securities in Mansfield, TX, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for the past 10 years. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Chris Daniels is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital and TDAmeritrade. Daniels has been with Edelman Financial Engines since 2025. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services, supporting a large client base through advisor-led and online platforms.

Jared Levy is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Peak American Investment Advisors and The Westwood Group. Outside of his advisory role, he conducts economic and market-related interviews with media outlets such as Fox News and Fox Business through his LLC, Delancey Strategies. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, 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.

Allison Williams is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with 23 years of industry experience. She joined UBS in 2024 after eight years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through its range of proprietary research, capital markets services, and fiduciary financial planning.

Sharon Stark is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. She has 23 years of industry experience, including prior roles at United Planners Financial Services, Signator Investors, and Transamerica Financial Advisors. Outside of advising, Stark is an author and educator, having written the book "Your Retirement GPS" and engaging in podcasting and speaking activities. Cambridge Investment Research Advisors serves individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Paul Hendershot is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and City National Bank. He serves on the Board of Governors for the Dallas Symphony Orchestra. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations through a range of advisory programs. The firm offers tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers, and features a capital-markets footprint with affiliated asset managers and alternative investment options.

Amanda Wells is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has worked at Merrill since 2019 and previously held positions at Paul Schaper and Axa Advisors, LLC. Based in Dallas, TX, she has seven years of tenure at Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.