Ruben Ascencio III is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63, 65, and 66 credentials. Outside of his advisory role, he serves as an independent contractor and ice hockey referee for the North Texas Hockey Officials Association. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Ronald Heath is a financial advisor with Equitable Advisors in Lewisville, TX, holding a Series 66 designation and over 23 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, and maintains a side business under the name Seebeck & Associates. Additionally, he works as an Uber driver. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Jacob Wright is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Abilene Country Club and has experience in customer service roles. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Trevor Hoyt is a financial advisor with Ameriprise in Arlington, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at Actum Wealth Advisors, Geneos Wealth Management, Advanced Financial Planning, and Prudential Insurance. Outside of his advisory work, he has a church assignment within the Church of Jesus Christ of Latter-day Saints involving the handling of tithing envelopes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Mark Truvillion is a financial advisor with J.P. Morgan Securities in Southlake, TX, holding Series 66 and Series 63 licenses and six years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, ID Life, 24 Hour Fitness, and Advocare International. 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 recommended strategies.

Jennifer Curtis is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has worked at multiple firms, including Morgan Stanley Private Bank, Bank of America, Merrill, and Equinox. Curtis is based in Fort Worth, TX. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Bret Zimmerman is a financial advisor with LPL Financial in Colleyville, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Linsco Private Ledger since 2005. Outside of his advisory role, he is involved in a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

James Aghayere is a financial advisor at LPL Financial in Arlington, TX, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, where he worked for a combined 13 years. Outside of his advisory work, he has a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Deanna Andrews is a financial advisor with Ameriprise in Granbury, TX, holding a Series 66 designation and bringing one year of industry experience. She previously worked at Aon, plc and Higginbotham. Outside of her advisory role, she serves as a choral scholar at Broadway Baptist Church, participating in rehearsals and worship services. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Joseph Way Sr. is a Series 66 licensed financial advisor with Edward Jones in Arlington, TX. He has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Armando Iglesias is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC for five years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sara Zuniga is a financial advisor with Primerica Advisors in Hurst, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked at Primerica Advisors since 2018 and previously at Primerica Financial Services starting in 2017. Prior to her financial services career, she spent 13 years with United Independent School District. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Daniel Green is a CFP®-designated financial advisor with Edward Jones in Ft Worth, TX, where he has worked since 2003. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Marty Ballesteros is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and has also acted as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides flexible investment solutions across multiple platforms with both proprietary and unaffiliated strategies, supported by institutional features tied to its scale.

Robert Neander is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. for a combined total of over 19 years. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs as part of its broader financial product offerings.

Carlos Garfias is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes multiple roles at Bank of America and Merrill since 2021. Prior to entering the financial industry, he worked at Graybar Electric Company and spent time in academic settings. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marcus Mainord is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has worked with the firm since 2007 and is also involved with STMJ LLC, a recently formed entity that owns recreational real estate. J.P. Morgan Securities provides institutional consulting services to clients including corporations and foundations, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jeanna Cook Garcia is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at J.P. Morgan Securities since 2012. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hailey Thibodeaux is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Equitable Advisors in 2022, her work history includes roles at MMR Group, BBP Sales, and Posh Boutique. Hailey attended Louisiana State University from 2018 to 2022. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, relying heavily on programs sponsored by LPL Financial and other endorsed third-party managers.

Morgan Duvall is a Wealth Management Advisor with Merrill Lynch Wealth Management. Based in Fort Worth, Texas, Morgan oversees wealth planning activities for their team. Morgan holds a Bachelor's Degree in Information & Operations Management from Texas A&M University and joined Merrill in 2014 after a career in supply chain management consulting. In 2016, Morgan earned the CERTIFIED FINANCIAL PLANNER (CFP) certification and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Morgan is qualified to provide traditional financial advice as well as build and manage custom investment strategies, including discretionary management through Merrill's Investment Advisory Program. Morgan's client focus areas include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, and women and wealth. Outside of work, Morgan is involved with Christ Chapel Bible Church, Ducks Unlimited, and Westside Little League, and enjoys adventure sports, baseball, boating, camping, fishing, hunting, skiing, and spending time with family.