Shelia Gibson is a financial advisor at Fidelity with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 1993. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies. The firm also offers oversight of sub-advisers and serves in formal advisory roles for multiple registered investment companies.

Tori Urano is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliates since 2012. Outside of her advisory role, she works as a dog sitter with Rover. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including funds-of-funds and model portfolios.

Jason Helsel is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Casino Events, and Box Office. He is also a named officer of a family insurance agency that is currently dormant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services.

Linsi Walker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. Prior to joining Raymond James in 2020, Walker worked at firms including Morgan Stanley and Lincoln Financial Securities. Outside of advisory work, Walker is a licensed life insurance agent. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports institutional consulting through a large advisor network, with notable capabilities in municipal advisory and SIMPLE IRA employer consulting.

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.

Bryan Keathley is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cambridge since 2016. In addition to his advisory role, he serves as President of Safe Harbor Benefits, Inc., an insurance agency. 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 advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

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 at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at firms including U.S. Bank Ascent, LPL Financial, BMO Private Bank, UBS, Bank of America, and Merrill. Based in Dallas, TX, he joined J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. in 2025. 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 broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

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® certificant with six years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Prior to joining OSAIC, Harding held roles at Sagepoint Financial, Northwestern Mutual, and GuideStone Financial Resources. Harding is a board member of Paws of Reflection, a nonprofit organization providing equine and animal-assisted counseling. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools, risk-tolerance assessments, and multiple investment platforms to construct diversified portfolios.

David Olcomendy is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior work includes roles at JPMorgan Chase Bank and involvement with Meadowbrook Mingo Golf LLC and Lone Star Pharmaceuticals. 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 guide investment recommendations.

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.

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 financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. Prior to joining UBS, he worked at Bosque Disposal Systems, LLC. Outside of his advisory role, Emerson is an owner of Chama Chairs, LLC, a company that manufactures outdoor hunting chairs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services to deliver tailored investment strategies.

Ana Natalia Mundo is a financial advisor with Fidelity in Dallas, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. Her prior work includes six years at Ernst & Young and roles at Pentegra Distributors and Services Inc. She is also a floor sales associate at DLM Supply, a small independent retail store. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds, with notable involvement in registered investment companies and use of AI-driven research methodologies.

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 the Series 63 and Series 66 designations and previously worked at JP Morgan Securities and JP Morgan Chase Bank. Raymond James & Associates is a large investment firm serving individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored financial planning and investment consulting through a range of portfolio management strategies and maintains notable municipal advisory services alongside its broader investment advisory and execution roles.

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.