Valricia Mccloud is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 designations and has worked within various divisions of JPMorgan since 2008. Outside of her advisory role, she is an owner and partner in a catering company. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Marty Eastman is a financial advisor with Edward Jones in Benbrook, TX, holding a Series 66 designation and bringing over a decade of industry experience, including 12 years at Wells Fargo. He has been with Edward Jones since 2024. Outside of advising, he owns a rental property in Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and fiduciary services. The firm is noted for its extensive advisor network and comprehensive capabilities beyond advisory offerings.

Sara Altom is a financial advisor with Equitable Advisors in Fort Worth, TX. She holds a Series 66 designation and has experience in the financial services industry since 2022, including roles at Amerilife and educational institutions prior to joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

John Alves is a financial advisor at Fidelity with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, 49 Wealth Management, and Thrivent Advisor Net. Alves has also worked outside finance in various capacities, including at Planet Fitness and Maverick Fine Western Wear. 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 systematic portfolio construction, and it employs algorithmic methods and AI in its investment process.

Robert Mcgraw is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining J.P. Morgan in 2019, he worked at GuideStone Financial Resources and Main Street Insurance Agency. 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 an ESG eligibility framework to recommend investment strategies.

Robert Beier is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses and 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Fidelity Investments Institutional Services Company. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and advisory services without providing individual security recommendations in its standalone planning programs.

Mark Morgan is a financial advisor with Cetera, holding a Series 63 designation and 48 years of industry experience. His career includes prior roles at First Allied Advisory Services, First Allied Securities, and Cetera. He also serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large nationwide network of advisors, serving individual, corporate, charitable, and institutional clients with a multi-manager platform and various program options.

Fikret Samardzic is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and J.P. Morgan Securities LLC. 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 from its investment institute and third-party databases, applying diversification principles and modern portfolio theory in its investment evaluations.

Eva Amaya is a financial advisor at Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials with four years of industry experience. Her work history includes roles at Equitable Advisors and experience in various other sectors including food service and delivery. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

David Kemper is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 20 years of industry experience. Prior to joining Cambridge in 2017, he spent 12 years at Fidelity Brokerage Services LLC. Outside of his advisory role, Kemper is an independent insurance agent and has worked as a sales representative for health and beauty products. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

James Hamilton Jr. is a financial advisor with Edward Jones in Azle, Texas, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he has income interests related to crop sales and oil royalties from a farm in McLeansboro, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Andrew Engstrom is a financial advisor with Edward Jones in Fort Worth, TX. He holds the CFP® and Series 66 designations and has 19 years of industry experience, all with Edward Jones since 2007. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kendall Inman is a CFP® with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services Inc. Before entering the financial industry, he was affiliated with the University of Texas at Arlington. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both in-house and third-party managers across traditional and non-traditional investment strategies.

Uriel Batista is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at CUSO Financial Services, InTouch Credit Union, and Capital One Investing. Batista is a co-owner of Baxel, Inc., a business based in Richland Hills, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and brokerage services, offering both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Jesse Suffield is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. 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 services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Boaz is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he serves as a co-trustee of the Boaz 2003 Revocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary portfolio management with access to model portfolios and research from multiple sources.

Andre Rivers is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Joshua Eslick is a financial advisor at Morgan Stanley in Fort Worth, TX, with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab, TD Ameritrade, Verizon Wireless, Marriott/Fairfield Inn & Suites, and 4J Business Solutions LLC. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by firm-approved tools and offers a range of investment and advisory programs through its Financial Advisors and Estate Planning Strategies Group.

Stephan House is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at TIAA, TD Ameritrade, Fidelity Investments, and Precision Castings of Arkansas. 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 combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Don Reynolds III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He previously worked at Ameriprise Financial Services Inc and RBC Capital Markets. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.