Ampelio Villa is a Series 66-credentialed financial advisor with seven years of industry experience, currently with J.P. Morgan Securities in Arlington, TX. His prior experience includes roles at Bank of America, Merrill, and Fidelis Elite Systems. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Jacob Colwell is a financial advisor with Edward Jones in Red Oak, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked with the Waxahachie Independent School District and Texas A&M University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Serena Khoury is a Series 66-licensed financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS and Morgan Stanley, with her most recent tenure beginning at UBS Financial Services in 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, employing proprietary capital market assumptions and research to tailor investment plans and portfolio management.

Michael Sawyers is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Bank of America, Fidelity Investments, and has experience in the food and beverage industry, including a role at Waterproof, where he serves guests and processes transactions. 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.

Brandon Williams is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Cetera and Cetera Investment Services LLC from 2010 to 2020. Outside of his advisory work, he coaches for the Arlington Southwest Little League Baseball. 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 portfolio programs, and access to third-party asset management, with an emphasis on both discretionary and non-discretionary strategies.

Taylor Mahlandt is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS, Mahlandt worked at J.P. Morgan Securities LLC and Morgan Stanley, and served three years in the U.S. Army. In addition to advisory work, Mahlandt has ongoing military service with the Texas National Guard. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

Matthew Kimmel is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2026, he worked at UBS Financial Services for seven years and has held positions at Mass Mutual and David Lerner Associates. Outside of his advisory career, he previously managed a bridal business for seven years. 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 combines brokerage and advisory solutions and utilizes research from its Wells Fargo Investment Institute alongside third-party data to support diversified investment strategies.

Christopher Goins is a financial advisor at Edward Jones in Dallas, TX, holding Series 63 and Series 66 designations with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,700 financial advisors and 15,000 branch offices.

Jason Taylor is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has held roles at several firms including Lehman Brothers, Barclays Capital, and Morgan Stanley. Outside of his advisory work, he is a partial owner and strategic partner in Taydra LLC, a clothing and apparel design business. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions to support its recommendations.

Hastings Hanshaw is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Lord Abbett & Co LLC and Central National Bank. Hanshaw also has experience with Waco Tours and attended Baylor University from 2021 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, 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 and may incorporate ESG criteria.

Becky Lancaster is a Series 66-licensed financial advisor with Edward Jones in Dallas, TX, and has two years of industry experience. Prior to joining Edward Jones, she worked at Stanley Korshak, LLC for four years and held positions at J.C. Penney and Topgolf USA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a diverse range of households and organizations. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Cheryl Lamb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with PFSI Investment Inc. since 2018 and has been affiliated with James Jamb, Inc. and Primerica Financial Services since 2005. Outside of advisory roles, she is involved in the sale of home-related products and services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating under a tiered wrap-fee structure rather than fixed fees.

Alex Fehlinger is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. His work history includes roles at Bank of America and Paul Stuart, as well as a period affiliated with Washington University in St. Louis. He is based in Fort Worth, TX. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Winston Trotter is a financial advisor with Ameriprise in Arlington, TX, holding Series 65 and Series 63 licenses and bringing ten years of industry experience. He has worked with Ameriprise since 2014, with intervals outside the firm, and manages his own advisory business under Valentine Britt LLC. Outside of financial advising, Winston serves as a referee for high school and college basketball games. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides structured retirement planning focused on dependable income and tax-aware withdrawal strategies, leveraging in-house research and external data.

Pierce Ashworth is a Series 66 licensed advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Trinity Hunt Partners and JPMorgan Chase Bank. 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 searches, and customized performance reporting.

Alexander Steele is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked across multiple Fidelity entities, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Tammi Huckabee is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Raymond James & Associates since 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing 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 solutions through a range of portfolio management styles and affiliated research.

Zachary Wold is a financial advisor at Thrivent Investment Management based in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is a business partner in a real estate venture. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning addressing various financial topics, with options to combine planning and managed-account services under a consolidated billing system.

Dominique Davis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Davis worked at DB Schenker, Globe Life-AIL, DHL, Wells Fargo, Full Sail University, and Bank of America. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Claire Bremner is a financial advisor at Raymond James & Associates with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors. Outside of her advisory role, she is involved with the Dallas Pickleball Club. 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, charitable organizations, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad network of advisers and research resources.