Timothy Schwarz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America and several energy sector companies. He worked for Sulphur River Gathering for three years before entering the financial services field. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Justin Burrow is a financial advisor with Charles Schwab & Co., Inc. in Arlington, Texas, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Charles Schwab in 2024, he worked for TD Ameritrade from 2017 to 2024 and has experience in the retail sector with Total Wine and More. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios, supported by centralized operational and custody services.

John Schlotz is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Cetera entities since 2024, following earlier roles at Avantax and other firms. Outside of his advisory work, he serves as a power of attorney handling his father's financial and medical affairs. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to proprietary and third-party models and program options ranging from automated allocations to bespoke strategies.

Michael Kwedar is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 63 designation and over 41 years of industry experience. He previously worked at Kovack Advisors, Inc. and Kovack Securities Inc. for 12 years and has operated his own advisory and insurance businesses since 1976. Outside of advisory work, he manages a ranch through Camp Kwedar LLC where he is involved in wildlife 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 offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad non-advisory financial services platform.

Ruby Hawkins is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, with recommendations limited to Eligible Strategies that may incorporate an ESG eligibility framework.

Ryan Newton is a financial advisor with Cetera in Dallas, TX, holding a Series 66 designation and seven years of industry experience. He has worked with various Cetera entities since 2024 and previously with Avantax Advisory Services from 2019 to 2025. Outside of finance, Newton participates as a corner worker at Apex Performance Driving School, assisting with race track safety during driving events. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Tyler Davis is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. He has been with Morgan Stanley since 2022, working within both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools to model outcomes, while clients retain responsibility for plan implementation and updates.

Harry Grant is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 license and nine years of industry experience. His prior roles include work with Waddell & Reed, insurance agencies, and pest control business ownership. He serves as a board member and organizer for the American Club Association, a nonprofit organization. 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 advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Carlos Delgadillo is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Archfellow and in the food service industry. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets across a large network of financial advisors and branch offices.

Larry Brunell is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, WFG Advisors, and Chase Investment Services Corp. He operates Thirteen Twenty-Two Advisors, an investment-related business affiliated with his LPL practice. 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 diverse range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by research and technology tools.

Ingrid Anderson is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. Her career includes roles at Merrill since 2021 and Fidelity Investments since 2020. She is a general partner and managing member of Meharg Creative LLC, a side business focused on renovation and art. 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, and institutional investors.

Miguel Flores is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and offers access to a range of investment strategies supported by affiliated portfolio services.

Paul Schmitz III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Casey Fung is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he worked in the hospitality industry and has been a DJ for bars, parties, and events since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Michael Seibert is a financial advisor with Edward Jones in Irving, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he spent 20 years working with Grapevine Colleyville ISD. Outside of his advisory role, he serves as a worship leader at the Grapevine Church of Christ. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm manages approximately $1.01 trillion in assets across a nationwide network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Roderick Wilson is a financial advisor with Merrill in Grand Prairie, TX, holding a Series 66 credential and two years of industry experience. He has been with Merrill since 2000 and also worked at Texas Christian University from 2021 to 2023. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kathryn Giese is a financial advisor at Cetera with 34 years of industry experience. She holds a Series 63 designation and has worked with Avantax Advisory Services and Avantax Investment Services, Inc. for over three decades before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform incorporating model portfolios, third-party managers, and bespoke strategies.

Brandon Rios is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he held positions at several credit unions and health-related organizations. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Andrea Marin Murillo is a financial advisor with J.P. Morgan Securities in North Richland Hills, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Her career includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Simmons Bank, and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, with an emphasis on ESG eligibility and broad derivatives and commodities capabilities.

Jim Brito is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Wells Fargo Bank, PEOPLES UNITED BANK, JP Morgan Securities, JP Morgan Chase Bank, and Citibank. 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 uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.