Chenchu Vellore Srinivas is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Guardian Life Insurance Company and Rethink Wealth. Outside of his advisory role, he is involved with ASV Consulting Group, a civil engineering and subsurface utility service company, where he manages employee payroll. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Will Ortiz is a financial advisor with J.P. Morgan Securities in Katy, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior experience includes roles at Bank of America/Merrill Lynch and multiple positions within JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers a range of fund and strategy recommendations approved through internal review.

Theodore Stanley is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he serves on the steering committee of TownshipFuture, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Steven Swanson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with additional market-facing registrations and functions.

Dan Neuenfeldt is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he works closely with clients to define and prioritize their financial goals, emphasizing collaboration to develop tailored financial plans. Prior to this, he served as a Planning Consultant and Relationship Manager at Fidelity Investments from 2021 to 2024. His earlier experience includes working as a Financial Advisor at Waddell & Reed from 2015 to 2019. Throughout his career, Dan has focused on understanding clients' individual circumstances to provide personalized financial guidance. Outside of his professional responsibilities, he has interests in military service and running.

Daniel Ojekunbi is a financial advisor with Primerica Advisors in Richmond, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Primerica Advisors, Optic, Inc., and Primerica Financial Services, among others. He also engages in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that delivers advisory services primarily through model-based strategies managed by third parties, supported by custodial services from Pershing and overlay management by BNY Mellon Advisors.

Maleehah Saya is a financial advisor at Charles Schwab with seven years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Schwab in 2019, she worked at the University of Texas at Dallas, GIS Corporation, and Kumon Education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and access to alternative investments through a centralized and integrated operational structure.

Stephen Mount is a financial advisor at Edward Jones in Katy, TX, with eight years of industry experience. He holds a Series 66 designation and previously worked at Slalom, LLC for four years. Outside of his advisory role, he serves as Vice President on the board of Fort Bend County Municipal Utility District No. 58 and owns a family farm where hay is grown and sold. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Mychael Haywood is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Jennifer Stucka is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at New England Securities, MetLife Securities Inc., RWM Capital, LLC, and Mass Mutual Investors Services. Outside of her advisory work, she operates a small business creating and selling wreaths, bows, arrangements, and home décor under the name The Tilted Bow. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management, utilizing firm-approved software tools and structured, collaborative client relationships.

Ashley Greenwood is a financial advisor with Edward Jones in Katy, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2018, Greenwood worked for YMCA Youth & Family Services for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mike Whang is a Financial Consultant at Fidelity Investments, where he has been providing financial advisory services since 2026. Prior to this role, he served as an Investment Consultant at Fidelity from 2025 to 2026 and as a Financial Representative from 2024 to 2025. In his role, Mike focuses on developing financial plans that align with clients' values and goals. He emphasizes listening to clients to understand their priorities, investment preferences, lifestyle aspirations, and legacy intentions. Utilizing Fidelity's expertise and analytical tools, he collaborates with clients to build personalized financial strategies. Outside of his professional responsibilities, Mike has interests in cooking and baking, exploring food culture, music, parenthood, photography, and volunteering.

Brett Flodder is a CFA® charterholder and holds a Series 66 license, with 12 years of experience in the financial industry. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a partner in an LLC that owns specialty cars. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet diverse client needs.

Sheilakai Strickland is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 16 years of industry experience. Her prior work includes roles at UBS Financial Services, JPMorgan Chase, Fifth Third Securities, and The Huntington Investment Company. Outside of finance, she is the sole proprietor of Fashionista De'cor LLC, a home decor consulting business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, serving a range of clients including charitable funds and registered investment companies.

Deanna Reeves is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan entities since 2004. Her roles have included multiple tenures at JPMorgan Securities LLC and J.P. Morgan Chase Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Stefan Graham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and possessing 13 years of industry experience. He has been with Raymond James since 2012 in various capacities. Outside of his advisory role, he provides tax preparation assistance using TurboTax and is a partial owner of Graham Financial Group, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools to support a diverse client base including high-net-worth individuals, corporations, and charitable organizations.

Michael Lincoln is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked in various roles at Fidelity since 2022. Prior to his financial services career, he held positions at Mackay Marine and CarMax. Outside of advising, he serves as an officer of Amagine Homes Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery with a distinctive use of algorithmic portfolio construction and oversight of multiple registered investment companies.

Michael Moore is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Windlass Partners LLC for six years and currently serves as principal manager of Windlass LLC outside of business hours. Morgan Stanley Wealth Management is a major 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 supported by structured discovery and advanced planning tools.

Carl Wiggins Jr. is a financial advisor with Merrill in Katy, TX, holding a Series 66 credential and six years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously held positions at Capital One Bank. Outside of his advisory work, he serves as Executive Director and Senior Pastor of Salvation Church, a 501(c)(3) organization focused on worship and spiritual guidance. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Preston Tieman is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He works closely with clients to understand their personal and financial goals, aiming to develop tailored financial plans that meet their unique needs. Preston has been with Fidelity Investments since 2018, previously holding positions as Investment Consultant and Financial Representative. Prior to joining Fidelity, he worked as a Financial Professional at AXA Advisors from 2017 to 2018. This range of experience has contributed to his comprehensive understanding of financial consulting. No information about his education, credentials, personal interests, or community involvement has been provided.