Rachael Boucher is a financial advisor with Edward Jones in Keller, TX, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at IBM for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large network of financial advisors and branch offices.

Alejandro Gualy is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. Prior to his current roles, he worked at Global Process Consulting and Shell, and spent four years at Texas A&M Corpus Christi. 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 plans, corporations, and charitable organizations.

Sofia Uceda is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining J.P. Morgan, she held roles at Charles Schwab and has worked in marketing with Nutrabolt as a Field Marketing Specialist promoting health and wellness products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 Flower Mound, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, he worked with BBVA Compass Insurance Agency, BBVA Wealth Solutions, and BBVA Securities from 2013 to 2016. Outside of his advisory role, Shaver is involved in music and worship leadership, serving as a worship pastor and music leader at local churches and operating a part-time music business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked in various capacities with JPMorgan Chase Bank, N.A. since 2010, including self-employment since 2014. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Janet Schoenberger is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. She has worked with Wells Fargo affiliates since 2009. Outside of her advisory role, she serves as a horseback riding instructor at Eagle Mountain Lake Equestrian Center. 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 advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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 with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2011. Prior to that, he worked at JPMorgan Chase Bank, N.A. starting in 2010. 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. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

John Brimer is a Series 66-licensed financial advisor with LPL Financial in Arlington, TX, bringing 17 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 is involved in drag racing nationwide, serving as both owner and driver, and holds leadership roles in nonprofit and corporate boards related to motorsports and aerospace manufacturing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party subadvisors, supported by advanced research and operational tools.

David Little is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. His career includes over two decades at Prospera Financial Securities and multiple years at Oxford Advisors Corporation. Outside of his advisory work, Mr. Little serves as President of the Colleyville Medical & Office Condominium Council, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 and third-party asset management, supported by technology tools for research and operations.

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, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at UBS Financial Services Inc and J.P. Morgan Chase Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Josh Vandiver is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His previous roles include positions 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 institutions. The firm provides a broad range of advisory and brokerage services with options including model portfolios, third-party asset management, and institutional platforms.

James Jennings is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and Chase Bank since 2005. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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.

William Buchanan is a financial advisor at Edward Jones in Bedford, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.