Sofia Uceda is a financial advisor with J.P. Morgan Securities, holding Series 63 and 66 licenses and having two years of industry experience. Her prior work includes roles at Charles Schwab & Co. and JPMorgan Chase Bank, N.A. She also works as a field marketing specialist for Nutrabolt, promoting health and wellness products. 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 approach combines quantitative and qualitative research to deliver written asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Ekua Anyanful is a CFP® professional with 23 years of industry experience, currently serving as an advisor at LPL Financial since 2012. Her prior experience includes roles at EDI Investment Advisor Corporation, WWK Wealth Advisors, Citigroup Global Markets, Citicorp Investment Services, and Chase Investment Services Corp. She holds an insurance license and offers life, health, disability, and long-term care insurance through her DBA, EA Wealth Management, where she serves as CEO. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Deonte Vanhook is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Bank of America N.A. and Merrill for ten years. Outside of his advisory role, he also works as a part-time driver for Uber. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options grounded in modern portfolio theory.

Andrew Rubinson is a financial advisor at Ameriprise in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Aeroblaze Laboratories, Fort Worth City Church, and XTO Energy. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

David Shaver is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2010 with a brief tenure at PNC Managed Account Solutions from 2013 to 2016. Outside of his advisory role, he is active in his community as a worship pastor and music leader at local churches and is a part-time musician through his own enterprise. 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 employs a large network of advisors and uses research-driven investment evaluations, offering both brokerage and advisory solutions.

Tyler Tredway is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. He also owns TJ Tredway, LLC, through which he manages his advisory business. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide annual, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Monica Dove is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. since 2010 and has been self-employed since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Janet Schoenberger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Morgan Stanley, Raymond James & Associates, and Comerica Securities. Outside of finance, she is involved as a horseback riding instructor at Eagle Mountain Lake Equestrian Center. 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 and analytics.

Martin Anguiano is a financial advisor with Merrill in Fort Worth, TX. He holds a Series 66 designation and has experience working at several major financial institutions including JPMorgan Chase Bank, Bank of America, and Merrill. Prior to his finance career, he held roles in the food service industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal teams and third-party managers.

Cullen Green is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 designations with 14 years of industry experience. He has been with J.P. Morgan Securities since 2011 and has also worked with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to develop model asset allocations.

John Brimer is a financial advisor with LPL Financial in Arlington, TX, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax Advisory Services, and 1st Global Capital Corp. Outside of advising, he participates in competitive drag racing at sanctioned events and serves as president of his public accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, advisory, and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports customized investment strategies and access to various platforms, distinguished by its broad range of financial services and a large advisor network.

Herbert Gates is a financial advisor with LPL Financial in Fort Worth, TX, holding the CFP® and ChFC® designations and over 53 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for more than 27 years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Christopher Gilman is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 designations and 20 years of industry experience. His prior roles include positions at UBS Financial Services Inc and J.P. Morgan Securities. 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.

Josh Vandiver is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, COMPASS Bank, and TD Ameritrade Investment Management. 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 a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and a broad suite of non-advisory financial products.

James Jennings is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with JP Morgan Chase Bank and Chase Bank since 2005. 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 through a structured, non-discretionary program.

Paul Dominguez is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has held roles at Charles Schwab Bank, CHARLES SCHWAB and CO., INC., TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supporting its large client base through a centralized and integrated operational structure.

Bikram Singh is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities, Bank of America, and Merrill. He also has a role in financial oversight for MUUDE, LLC, an apparel and accessories business he owns. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm combines research from its Investment Institute with third-party analytics to support diversified investment strategies across brokerage and advisory solutions.

Joana Wright is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Her prior work includes roles at Wells Fargo Bank, JP Morgan Chase Bank, LPL Financial, and Pegasus Bank. Outside of her advisory career, she works as a caregiver for autism patients. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Karol Ulloa is a financial advisor at Merrill with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., Ulloa worked at Morgan Stanley Smith Barney 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Davis is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity divisions since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios drawn from a broad universe of mutual funds, ETFs, and ETPs.