Jonathan Cummings is a financial advisor with LPL Financial in Hurst, Texas, holding Series 63, 65, and 66 credentials and 28 years of industry experience. His prior roles include positions at InvestaCorp, Securities America Advisors, Equitable Advisors, and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Mehari is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Bank of America and Shawmut Services, along with various positions outside the financial industry. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities.

Jonathan Medina is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with eight years of industry experience. He has been with both Bank of America, N.A. and Merrill since 2016. 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 serves individuals, high-net-worth clients, and various institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Juliana Akor is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her career includes roles at Fidelity Investments and Jewish Family & Community Services Pittsburgh. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Blake Bumgardner is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He works closely with clients to develop tailored financial strategies aimed at achieving their specific goals, emphasizing an educational approach to help clients understand the options available to them through Fidelity. Blake has been with Fidelity Investments since 2016, progressing from Financial Representative to Relationship Manager before his current position. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice. Outside of his professional responsibilities, Blake enjoys camping, cars, family activities, hiking, motorcycles, and outdoor adventures.

Abraham Zelenyak is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. His prior roles include working at Highland Wealth - Northwestern Mutual and several years at JPMorgan Chase Bank, N.A. before joining 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 and fund searches, and customized performance reporting. The firm’s advisory approach integrates quantitative and qualitative research, including ESG considerations, and offers capabilities in derivatives and commodities through its broader regulatory registrations.

Johnathan Hawkins is a financial advisor with Primerica Advisors holding a Series 66 designation and two years of industry experience. His background includes roles at PFS Investments Inc., Thrivent Financial, and extensive experience with Primerica Financial Services since 2003. Outside of financial advising, he has been involved with Exquisite Dreams Realty. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based strategies managed by unaffiliated asset managers.

Timothy Schwarz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America and several energy sector companies. He worked for Sulphur River Gathering for three years before entering the financial services field. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Justin Burrow is a financial advisor with Charles Schwab & Co., Inc. in Arlington, Texas, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Charles Schwab in 2024, he worked for TD Ameritrade from 2017 to 2024 and has experience in the retail sector with Total Wine and More. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios, supported by centralized operational and custody services.

Michael Kwedar is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 63 designation and over 41 years of industry experience. He previously worked at Kovack Advisors, Inc. and Kovack Securities Inc. for 12 years and has operated his own advisory and insurance businesses since 1976. Outside of advisory work, he manages a ranch through Camp Kwedar LLC where he is involved in wildlife management. 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 extensive advisor-facing technology and a broad non-advisory financial services platform.

Ruby Hawkins is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, with recommendations limited to Eligible Strategies that may incorporate an ESG eligibility framework.

Tyler Davis is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. He has been with Morgan Stanley since 2022, working within both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to model outcomes, while clients retain responsibility for plan implementation and updates.

Harry Grant is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 license and nine years of industry experience. His prior roles include work with Waddell & Reed, insurance agencies, and pest control business ownership. He serves as a board member and organizer for the American Club Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Carlos Delgadillo is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Archfellow and in the food service industry. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets across a large network of financial advisors and branch offices.

Larry Brunell is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, WFG Advisors, and Chase Investment Services Corp. He operates Thirteen Twenty-Two Advisors, an investment-related business affiliated with his LPL practice. 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 diverse range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by research and technology tools.

Ingrid Anderson is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. Her career includes roles at Merrill since 2021 and Fidelity Investments since 2020. She is a general partner and managing member of Meharg Creative LLC, a side business focused on renovation and art. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Miguel Flores is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and offers access to a range of investment strategies supported by affiliated portfolio services.

Casey Fung is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he worked in the hospitality industry and has been a DJ for bars, parties, and events since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Michael Seibert is a financial advisor with Edward Jones in Irving, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he spent 20 years working with Grapevine Colleyville ISD. Outside of his advisory role, he serves as a worship leader at the Grapevine Church of Christ. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm manages approximately $1.01 trillion in assets across a nationwide network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Roderick Wilson is a financial advisor with Merrill in Grand Prairie, TX, holding a Series 66 credential and two years of industry experience. He has been with Merrill since 2000 and also worked at Texas Christian University from 2021 to 2023. 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 model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.