Shelia Gibson is a financial advisor at Fidelity with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with various Fidelity entities since 1993, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolio delivery, with a distinctive focus on systematic methodologies and oversight controls.

Tori Urano is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Investments in various capacities since 2012. Outside of her advisory role, she works as a dog sitter with Rover in Dallas, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and uses systematic methodologies and AI tools in portfolio management.

Linsi Walker is a financial advisor with Raymond James Financial Services Advisors, Inc. (RJFSA) in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. Her prior experience includes roles at Morgan Stanley, Lincoln Financial Securities, and Hilltop Securities. Walker is also a licensed life insurance agent and is involved in financial planning and investment management with local wealth management firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting implementation through its advisory programs and partnerships.

Aaron Gonzalez is an International Wealth Advisor at Merrill Lynch Wealth Management. He joined the firm in 2015, working alongside his father and brother. In his current role, Aaron leverages his financial expertise and cultural understanding to assist clients with complex wealth management needs. Aaron’s approach centers on attentive listening and thorough understanding of each client’s complete financial picture, life circumstances, and investment goals. He emphasizes personalized service and ongoing communication to tailor wealth strategies that reflect any changes in clients’ lives or risk tolerance. Aaron holds a bachelor’s degree in Finance and Economics from Texas Christian University and has earned the Personal Investment Advisor (PIA) designation. Outside of work, he resides in Dallas and enjoys playing golf, fishing, and hunting.

Kevin Burns is a financial advisor with Mass Mutual Investors Services in Paso Robles, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2013. Outside of his advisory role, he is also an insurance agent specializing in life, disability, long-term care, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing industry-standard tools to develop collaborative, annual planning relationships.

Troy Swaner is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at JPMorgan Chase Bank, U.S. Bank Ascent, LPL Financial, BMO Private Bank, UBS, Bank of America, Merrill, Citigroup Global Markets, Wells Fargo Investments, and Eagle Strategies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a forward-looking investment approach.

Richard Nierling is a Series 66-credentialed financial advisor at RBC Capital Markets in Dallas, TX, with 20 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, Nierling is a partner in a car dealership and serves on the boards of a preschool and a charitable organization that hosts an annual golf event. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management and tailors strategies based on each client’s risk profile using a mix of in-house and third-party investment managers.

Casey Harding is a CFP® professional with six years of industry experience, currently affiliated with OSAIC since 2023. Prior to joining OSAIC, Harding held roles at Sagepoint Financial, Northwestern Mutual, and GuideStone Financial Resources. Harding serves as a board member for Paws of Reflection, a nonprofit focused on equine and animal-assisted counseling. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform that utilizes model-based asset allocation and portfolio optimization, supporting various managed account programs and third-party manager options.

David Olcomendy is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at various firms, including JPMorgan Chase Bank and Lone Star Pharmaceuticals. Outside of finance, he has been involved with Meadowbrook Mingo Golf LLC. 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 advisory program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and qualitative research.

Robert Cordiak is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' Advisory Risk Profiles.

Martha Greenberg is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She worked at Sanford C. Bernstein & Co., LLC for 14 years before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Pamela Mathis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She previously worked at Prudential Equity Group, LLC for eight years before joining Wells Fargo in 2016. Outside of her advisory role, she is involved in a jewelry making and sales business operated jointly with her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines large-scale assets under management with brokerage and advisory solutions supported by research and analytics.

Christopher Drennen is a financial advisor with Raymond James & Associates based in Dallas, TX, holding a Series 66 credential and 13 years of industry experience. He has been with Raymond James & Associates and Raymond James Bank since 2014. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Cory Emerson is a Series 66-registered financial advisor with UBS Financial Services in Dallas, TX, with nine years of industry experience. He has been with UBS since 2016. Outside of advisory work, he is an owner and director at Chama Chairs, LLC, a company that manufactures outdoor hunting chairs. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by research from its Chief Investment Office and UBS Global Research.

Ana Natalia Mundo is a financial advisor at Fidelity with Series 65 and Series 63 licenses and 18 years of industry experience. Prior to joining Fidelity, she worked at Ernst & Young for six years and was employed at DLM Supply, a small independent retail store, where she also worked as a floor sales associate. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Michael Weinman is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and manages a family holding company, Weinman Family Investments LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Joseph Estes is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he serves as a director of the Touchdown Club of Dallas, where he contributes to club operations and community relations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and investment consulting through multiple advisory programs and institutional solutions.

Juan Muñoz Jr. is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JP Morgan Securities LLC and J.P. Morgan Chase Bank NA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, charitable organizations, and municipal entities. The firm offers tailored financial planning and consulting services, combining multiple portfolio management styles with firm research and model manager options.

Neal Ballance is a financial advisor with Edward Jones in Lancaster, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Elias Acosta is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. Outside of his advisory role, he owns and manages a rental property. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.