Christopher Wells is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Keith Hudson is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2015 and is also involved in a private label supplements business called NaturesRX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Michael Foltmer is a financial advisor at Vanguard Advisers with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked with firms including Avantax and Northwestern Mutual. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans, providing automated and human-supported investment advice through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

David Kettlewell is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025, he worked at J.P. Morgan Securities for 10 years. Outside of his advisory roles, he was involved with the McKinney North Stars Hockey Association from 2015 to 2017. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Andrew Phillips is a CFP®-certified financial advisor with J.P. Morgan Securities, based in Plano, TX, and has 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently worked at JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is the sole owner of 207 North Tennessee St LLC, a commercial property investment in McKinney, TX. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Kevin Ockwood is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 registrations and five years of industry experience. His prior work includes positions at JPMorgan Chase Bank, N.A., Jersey Mikes, and Apple Spice. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jennifer Parks is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Neuberger Berman and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Elijah Murray is a CFP® professional with six years of industry experience, currently advising clients at Osaic Wealth, Inc. He previously worked at Royal Alliance Associates, Inc. and Eagle Wealth Solutions. In addition to his advisory work, he holds an independent life insurance agent position as part of his financial planning process. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Lucas Lawson is a financial advisor with Osaic Wealth, Inc. based in Lewisville, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at Signator Investors, Inc. for 13 years before joining Osaic in 2018. Lawson is also a founding partner of NFOCUS Financial Partners, a registered investment-related business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including high-net-worth individuals and corporations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios and supports multiple advisory platforms and third-party managed account solutions.

James Chandler is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley, Merrill, and Bank of America. Outside of his advisory role, he is co-owner of Tejas2036, LLC, a real estate venture he founded with his wife. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kristan Seale is a financial advisor with Robert W. Baird & Co. in McKinney, TX, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Robert W. Baird & Co. since 2014. Outside of her advisory role, she is the owner of Seale Interiors, LLC. Seale is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional approaches.

Zeph Rouquette is a financial advisor with Ameriprise in Richardson, TX, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Rouquette operates his own financial planning practice through a business he owns, ZAR Operations. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement income planning, with a focus on Ameriprise-managed accounts.

Bill Carter is Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he works with a select group of high net worth families to understand their unique wealth systems and align the structure of their wealth with their personal goals. He aims to facilitate impact and legacy for clients within his sphere. Bill has been with Fidelity Investments since 2010, occupying positions including Account Executive, Regional Planning Consultant, and Vice President Wealth Management Advisor. His experience spans more than a decade, focusing on comprehensive wealth management and planning. He holds a California Insurance License.

Colby Neal-Tan is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He joined Fidelity in 2017, progressing from Investment Consultant to Financial Consultant before his current role. Prior to Fidelity, he worked as a Servicing Advisor at Orange Capital Management, Inc. from 2015 to 2017. Colby's professional focus is on helping clients create and execute financial plans tailored to their individual needs and family goals. He holds a California Insurance License, which supports his ability to provide comprehensive financial advice and services.

Geri Dvorak is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 12 years before joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Joseph Jimenez is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and has 24 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management with access to model portfolios and research.

Xavier Martinez is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and nine years of industry experience. He has been with Vanguard Advisers since 2020 and has been affiliated with related Vanguard entities since 2016. Prior to that, he worked at AMC Theatres from 2014 to 2016. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to personalize asset allocations, with portfolios primarily composed of Vanguard funds and ETFs.

Gabriela Ceballos is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2018, following prior roles within the firm’s affiliated banking division and earlier work outside the financial industry. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending eligible strategies.

Aaron Patenaude is a financial advisor at Edward Jones in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Sabre for 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Shyan Moayedi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior experience includes roles at Morgan Stanley and Charles Schwab. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.