Asad Motiwala is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of finance, he is involved in audio and visual services through Pixel One Av LLC and owns Visions Entertainment Inc., a wedding DJ and event coordination business. Wells Fargo Clearing provides retirement plan consulting primarily to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Victoria Canter is a financial advisor with Wells Fargo Advisors in Coppell, TX, holding a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and First State Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Keenan Levy is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2018. Prior to his current role, Levy was involved in event operations and held a position at M&M Beverages LLC. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Natalie Baires is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 14 years of industry experience. She previously worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2011 to 2023. 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 databases.

Hyeon Kang is a financial advisor at Wells Fargo Clearing with 24 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, Kang has ownership interests in various business ventures, including part ownership of Tennessee Football Ventures LLC and a minority stake in Shelter Lounge Greenlake LLC, a restaurant in Seattle. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research and analytics to support diversified investment approaches and operates a large national network of financial advisors.

Kyle Phelps is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Representative, Investment Solutions Representative, Relationship Manager, and Investment Consultant. Kyle's experience spans client relationship management and investment consulting. He holds an Arkansas Insurance License, supporting his work in financial consulting. Kyle partners with clients to create tailored financial plans designed to help them pursue their goals and achieve peace of mind. Outside of his professional work, he has interests in fitness and traveling.

Monica Ortiz is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA, where she spent several years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individuals and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary market estimates to assist clients in developing financial plans.

Kimberly Pruitt is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at NFP Retirement, NFP Advisor Services, LLC, and Financial Telesis Inc. She is also the owner of KD Luxe Ventures, LLC, a business outside the investment industry. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.

Russell Green is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in wealth and portfolio management. He began his career in 1994 and returned to Merrill Lynch in 2007. Russell focuses on developing strategies and providing advice for high-net-worth individuals, their families, and businesses to help them meet both short- and long-term financial goals. His consultative approach emphasizes understanding each client's unique situation and family dynamics to create comprehensive reviews and tailored recommendations across investments, retirement planning, estate services, and philanthropy. As a qualified Portfolio Manager, Russell manages personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment approaches. He often manages these strategies on a discretionary basis through the firm’s Investment Advisory Program. Russell holds a Bachelor of Business Administration in finance from Texas Tech University and the Certified Private Wealth Advisor (CPWA®) designation, as well as the Personal Investment Advisor (PIA) credential. Russell is active in his community, serving on the board of directors and mentoring for The WARM Place, a grief support center for children and young adults. He is also involved with the Aledo Community Lions Club. Russell lives in Aledo with his wife, Caroline, and their three children. His personal interests include basketball, fishing, and golfing.

Christopher Dykstra is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked with Heritage Capital Corp. and the Alliance Umpires Association. Outside of finance, he umpires high school and college baseball games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branch offices.

Francisco Macias is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation. He has one year of experience in the industry and previously worked in hospitality and home improvement sectors. 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 investment strategies for individuals, institutions, and charitable organizations.

Santiago Apodaca III is a financial advisor with LPL Financial, holding a Series 66 designation and over 25 years of industry experience. He has a background that includes roles at TDRS LLC and Waddell & Reed, Inc., with extensive experience in insurance sales and investment consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of portfolio management options and employs advanced operational tools while maintaining oversight of substantial discretionary assets through a large network of advisors.

Garret Geist is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Cetera and American Airlines Federal Credit Union. Geist is also associated with Flagship Financial Group, a DBA for his LPL business activities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Lindy Rangel is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has prior work experience with LYFT and UBER beginning in 2017, as well as Wells Fargo Bank since 2010. Outside of her advisory role, she is an independent consultant selling Scentsy and works as a runner for a food and grocery delivery service. 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 IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joel Morgan is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has worked at Edward Jones for 10 years before joining Raymond James Financial Services Advisors, Inc. in 2023. Morgan is a 25% owner of Park Hill Financial Services, through which he operates as an independent contractor financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations.

Andrea Gerbrand is a financial advisor with J.P. Morgan Securities based in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has five years of industry experience. Outside of her advisory role, Gerbrand assists with a family-owned trucking company and contributes to a wedding planning business operated by a relative, in addition to being involved in an e-commerce fulfillment venture via Amazon. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, offering non-discretionary, customized asset allocation advice and manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

Benjiman Cubbage is a Series 66 licensed financial advisor with four years of industry experience, currently working at Edward Jones in Pantego, TX. His prior experience includes roles at Northwestern Mutual and several positions in the food service industry. He has also been involved with North Texas Soccer and Camp Chateaugay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Brian Roome is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America and Merrill since 2019. Prior to that, he spent ten years at Guidestone Advisors and related entities. Outside of his advisory work, he has a part-time role delivering food for DoorDash. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ethan Zornes is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation. He joined Merrill in 2026 and has prior experience working in various roles outside the financial industry, including education and retail. 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, pension plans, corporations, and charitable organizations.

Randi Harrison is a Series 66 licensed financial advisor at LPL Financial with nine years of industry experience. She has worked at several firms, including Cetera Advisors and SageView Advisory Group. Outside of her advisory role, she is involved with Bildeaux Accounting Services, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.