Sofia Uceda is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining J.P. Morgan, she held roles at Charles Schwab and has worked in marketing with Nutrabolt as a Field Marketing Specialist promoting health and wellness products. 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 applying an ESG eligibility framework in its recommendations.

Ekua Anyanful is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial in Fort Worth, TX, where she has worked since 2012. She holds the Series 66 designation and serves as CEO of EA Wealth Management, through which she offers life, health, disability, and long-term care insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support diversified investment strategies.

Deonte Vanhook is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Bank of America N.A. and Merrill for ten years. Outside of his advisory role, he also works as a part-time driver for Uber. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options grounded in modern portfolio theory.

Andrew Rubinson is a financial advisor at Ameriprise in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Aeroblaze Laboratories, Fort Worth City Church, and XTO Energy. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

David Shaver is a financial advisor with Wells Fargo Clearing in Flower Mound, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, he worked with BBVA Compass Insurance Agency, BBVA Wealth Solutions, and BBVA Securities from 2013 to 2016. Outside of his advisory role, Shaver is involved in music and worship leadership, serving as a worship pastor and music leader at local churches and operating a part-time music business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Monica Dove is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked in various capacities with JPMorgan Chase Bank, N.A. since 2010, including self-employment since 2014. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Janet Schoenberger is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. She has worked with Wells Fargo affiliates since 2009. Outside of her advisory role, she serves as a horseback riding instructor at Eagle Mountain Lake Equestrian Center. 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 process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Cullen Green is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2011. Prior to that, he worked at JPMorgan Chase Bank, N.A. starting in 2010. 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 these services on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Herbert Gates is a financial advisor with LPL Financial in Fort Worth, TX, holding the CFP®, ChFC®, and Series 63 designations. He has 53 years of industry experience, including over 26 years at Lincoln Financial Advisors Corporation prior to joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, with discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Gilman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at UBS Financial Services Inc and J.P. Morgan Chase Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Theodore Walker III is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Paul Dominguez is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has held roles at Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supporting its large client base through a centralized and integrated operational structure.

Bikram Singh is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities, Bank of America, and Merrill. He also has a role in financial oversight for MUUDE, LLC, an apparel and accessories business he owns. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm combines research from its Investment Institute with third-party analytics to support diversified investment strategies across brokerage and advisory solutions.

Eder Frias is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Prior to that, he worked at Lone Star Valet from 2016 to 2018. Fidelity Strategic Advisers LLC, the firm associated with his work, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of model portfolios and serving as an advisor to multiple registered investment companies.

Joana Wright is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including JP Morgan Securities LLC and Pegasus Bank. Outside of her advisory role, she is also employed as a caregiver for autism patients. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Robby Rogers is a financial advisor with UBS Financial Services in Weatherford, TX, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Kenneth Davis is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and provides model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Shannon Reid is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Wells Fargo Bank since 2012 and joined Wells Fargo Clearing in 2018. Outside of her advisory role, she holds a 25% ownership interest in a farmland rental property in Crosbyton, TX. 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 and third-party sources.

Mary Grace Pidgeon is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Deloitte & Touche LLP, Opportune LLP, and 3E Management LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

Brooke Reeb is a financial advisor with J.P. Morgan Securities LLC based in Fort Worth, TX, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan in 2017, she worked for Crestline Investors, Inc. from 2015 to 2017. Outside of her advisory role, she is a partner and owner of Trinity River Distillery and serves on the Board of Governors for the Texas Ballet Theater. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.