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 at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2013. Outside of his advisory role, he provides tax preparation assistance through a local TurboTax help service. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non‑HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm offers non-discretionary financial planning and investment consulting, employing asset-allocation analysis and firm research to develop tailored recommendations, while maintaining client decision authority.

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.

Ronald Sanchez Lopez is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 credential and has professional experience including roles at Calvary Baptist Church and involvement with the For All Mankind Movement, Inc. He is also a partner and investor in Cubaconstruction LLC. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and supporting over 5,400 financial advisors. The firm serves a diverse client base with wealth advisory planning, investment consulting, and specialized services for institutional and municipal clients.

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.

Kapil Mathur is a financial advisor with Morgan Stanley in Sugar Land, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as a trustee or co-trustee for a trust based in San Diego, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to model financial outcomes.

Carl Wiggins Jr. is a Series 66-licensed financial advisor with Merrill in Katy, Texas, with five years of industry experience. Prior to joining Merrill and Bank of America in 2019, he worked at Capital One Bank from 2011 to 2018. Outside of his advisory role, he serves as Executive Director and Senior Pastor of Salvation Church, a 501(c)(3) organization in Katy. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

Javier Vincenti is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo-affiliated firms since 2014. Additionally, he owns and manages Beacon Tree Wealth Management, a wealth management business based in Sugar Land, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services, including retirement, education, and specialized planning areas, using proprietary research and tools to develop personalized recommendations.