Ruben Villanueva is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Vandergriff Honda, Walgreens, and teaching positions at Chisholm Trail High School and Ed Wilkie Middle School in Fort Worth, TX. 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 from Wells Fargo Investment Institute and third-party sources.

Janel Fahey is a Series 66-licensed financial advisor with Raymond James & Associates, based in Duncanville, TX, and has 11 years of industry experience. She has been associated with Raymond James since 2008 and is also involved with AdvoCare since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management options.

Bennett Hunter Jr. is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 34 years of industry experience. He worked at UBS Financial Services for six years before joining Wells Fargo in 2016. 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 through a large network of advisors and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Soonkwan Kwon is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017. Prior to that, he held brief positions at Uber and New York Life Insurance Company. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Collin Geninatti is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at American Airlines and First Command Advisory Services. He is based in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Brian Coker is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Primerica Financial Services since 2002 and PFS Investments Inc. since 2005. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trade execution.

Alta Bingham is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services LLC since 2016, having worked at Wells Fargo Bank NA since 2002. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Michael Vatter is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Veritex Community Bank, and LPL Financial. Outside of his advisory role, he is involved in importing classic cars from Europe, primarily Germany. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Quinn O Neill is a financial advisor at Edward Jones in Dallas, TX, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to joining Edward Jones in 2024, he worked at JP Morgan Chase Bank, N.A. from 2021 to 2023 and was briefly employed by the Houston Astros in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lori Maine is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and with 24 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Lori serves on the Board of Directors for Tau Beta Chi Omega House Corporation in Stillwater, OK. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted recommendations through a centralized consulting team.

Kenny Diaz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has been with Merrill since 2020 and also has prior experience at Bank of America and Christy Alley State Farm. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Ava Lohr is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. She has one year of industry experience, with prior roles at D.A. Davidson & Co. and various positions outside finance, including work at The Republic Grille and HotWorx. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Lori Bradley is a financial advisor with Primerica Advisors in Fort Worth, TX, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services, along with prior experience at HEI Hotels, Harvest Church, and Circle R Ranch. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program utilizing model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Joshua Sanders is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, he held positions at JPMorgan Chase Bank, Southside Bank, and Texas A&M. He was also involved with The Association of Former Students in 2026. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, supported by centralized due diligence and an ESG eligibility framework.

Regina Partida is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at State National Insurance Company and Nolan Catholic High School. Outside of her advisory work, she serves as a bookkeeper for a manufacturing company and an interior design business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a large nationwide network of financial advisors and branch offices.

Christopher Green is a financial advisor at Stifel in Dallas, TX, holding a Series 66 designation with 29 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2009 to 2025 before joining Stifel in 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm's investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to assist in asset allocation and financial planning.

Jason Freeman is a financial advisor with LPL Financial based in Mansfield, TX, holding Series 63 and Series 65 registrations and bringing nine years of industry experience. His career includes six years at Avantax and ongoing work with Karen S Freeman, CPA, PLLC. Outside of advisory services, he is involved with Atlet Sports and manages Jason Freeman Baseball/Softball, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options supported by technology and research tools, alongside a broad array of non-advisory financial services.

Joseph Eiswert III is a financial advisor with J.P. Morgan Securities in Colleyville, TX. He holds Series 63 and Series 65 registrations and has one year of industry experience. His prior roles include work at Texas Financial Advisors and Reliant Logistics LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Latrice Londow is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Ernst and Young, 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 offers a blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a large integrated operational structure.

Christopher Ledezma is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. He has been with Wells Fargo Bank since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of financial products and services supported by research from Wells Fargo Investment Institute and third-party analytics.