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.

Kristopher Jantzen is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Cetera and Allstate Financial Advisors. He is also associated with American Airlines Federal Credit Union. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a range of investment strategies.

Alicia Lara is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 credential and three years of industry experience. She has previously worked with American Airlines Financial Credit Union and serves as an owner of Texas Tinge LLC, a non-investment-related business. Lara also has a seven-year affiliation with the University of Texas at Arlington. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing both discretionary and non-discretionary investment strategies supported by research and technology tools.

Robert Molard is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

Vincent Winder is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Bank of America, Merrill, and multiple positions within J.P. Morgan entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG considerations, supported by specialized affiliates for implementation and portfolio services.

Lisa Brown is a financial advisor at Wells Fargo Clearing in Irving, TX, holding a Series 63 designation with 14 years of industry experience. She has been with Wells Fargo Clearing since 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 more than 14,000 advisors and offers both brokerage and advisory solutions.

Tin Chak Lam is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Killough is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, Pride Technologies LLC, Trimont Real Estate Advisors, and Midland Loan Services. Outside of his advisory work, he manages a portfolio of rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with a broad range of advisory programs and a nationwide network of over 23,700 financial advisors.

Michael Mounce is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008, and also operates M2M Consulting Associates. Outside of his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliates of his primary firms. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven strategies managed by third-party asset managers and supports account custody through Pershing, overseeing approximately $15.5 billion in assets under management.

Timothy Venters is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked in various Fidelity divisions since 2006. Outside of his advisory role, he participates as an independent contractor in focus groups. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and engages in advisory work for multiple registered investment companies.

Berenice Galvan Padilla is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. She previously worked at Merrill, Bank of America, and Wells Fargo Bank. Outside of her advisory role, she works part-time as a delivery driver for Uber. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Cameron Stansbury is a financial advisor at OSAIC with 3 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at SagePoint Financial, Inc., TriOak Financial Group, and H-E-B, as well as a decade in education. Additionally, he serves as Financial Advisor and Director of Communications at Charles R. Green & Associates, Inc., where he oversees client account management and marketing communications. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by a range of discretionary and third-party management strategies.

David Daly is a financial advisor at Edward Jones in Arlington, TX, with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to joining the firm, he was co-owner of Triangle Payment Systems, a merchant services business, from 2006 until its closure in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Joseph Marshall is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has worked at Raymond James since 2019 and was previously with Wells Fargo Clearing from 2016 to 2019. Raymond James & Associates, Inc. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

William Poindexter is a financial advisor with Cetera in Irving, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been associated with various Cetera entities since 2024 and previously worked at Avantax Advisory Services and Avantax Investment Services for 18 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Nathan Prange is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked for Arlington Independent School District for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large network of financial advisors and branch offices nationwide.

Sabrina Brown is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Her prior work history includes roles at Uber and Northwestern Mutual. Outside of her advisory work, she performs freelance delivery services as an independent contractor. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Ludwinski is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, he worked at Wells Fargo Bank, nA, and has held roles at DoorDash, University of North Texas, and other organizations. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.