Jeffrey Markham is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 36 years before retiring briefly and then joining Stifel in 2024. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Alma Arguijo is a financial advisor with Wells Fargo Clearing in Arlington, TX, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she owns Palomas Boutique LLC, a business involved in buying and selling clothing and jewelry. 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 process is IPS-driven and incorporates a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Nicole Horton is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2010 to 2016. 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.

Steven Ha is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 credentials and two years of industry experience. He previously worked at JP Morgan Chase Bank and J.P. Morgan Securities, and he has a background that includes real estate brokerage with Realty Company of Louisiana 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by comprehensive research and analytics.

Timothy Rice is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior experience includes 25 years at Waddell & Reed, Inc. and associated insurance carriers. Outside of advisory work, he is involved with the Miss South Carolina Scholarship Organization and the Timothy Spencer Rice Scholarship Fund. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs that include discretionary and non-discretionary management, supported by model portfolios, research, and various technology-driven investment solutions.

Cooper Lane is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Outside of advising, Lane is the sole proprietor of Trinity River Royalties LLC, an oil and energy investment business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment solutions.

Sager Koheel is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Koheel worked in educational roles at Pioneer Technology & Arts Academy and Howard Middle School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Faisal Raza is a financial advisor at Stifel with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Bank of America. He is also the managing member of an investment holding vehicle, Pakam FW LLC. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Lisa Tomlinson is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2014. 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 additional market-facing registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Margaret Capehart is a CFP®-certified financial advisor with Ameriprise in Arlington, TX, bringing 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of her advisory role, she is involved in independent insurance brokering and works with Certainty of the Uncertainty, LLC, an entity established to manage her practice. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Tonya Ward is a financial advisor at Fidelity with 19 years of industry experience and holds a Series 66 designation. She has worked with Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprised of mutual funds, ETFs, and ETPs.

Raul Mendez is a financial advisor with Merrill in Fort Worth, TX, holding Series 66 and Series 63 credentials and three years of industry experience. His prior roles include positions at Bank of America, Robinhood Markets, Charles Schwab, and TD Ameritrade. He has also worked in financial aid and education at the University of North Texas. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leslie Valdelamar is a financial advisor with Ameriprise in Arlington, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Ameriprise in 2026, Leslie worked at Florida Financial Advisors and Trinity Wealth Securities. Outside of financial services, Leslie has experience with educational organizations including Scoot Education and Kokua Education, as well as involvement with Pet Chatter. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Martin Flahive is a financial advisor with Charles Schwab in Grand Prairie, TX, holding the CFA® designation along with Series 66 and Series 63 licenses. He has 16 years of industry experience, including five years at Charles Schwab and five years at GM Financial. Outside of advising, he has been involved with real estate investment activities through an LLC he manages, which he uses for buying and selling properties. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals. The firm offers a range of advisory and brokerage services through its Schwab Wealth Advisory wrap fee program, combining non-discretionary and discretionary investment management along with centralized custody and operational support.

Ramesh Dharmarajan is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations. His work history includes multiple roles within Wells Fargo Clearing and Wells Fargo Bank, NA dating back to 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s advisory process is IPS‑driven and grounded in modern portfolio theory, with a range of investment options that include insurance‑related vehicles and bank deposit sweep programs.

Jonathan Shier is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. His career includes roles at Thrivent Financial and Fidelity Investments. Outside of advising, he performs as a jazz trumpet and keyboard player for events and a worship team. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides written recommendations on a broad range of topics and allows clients to combine planning with managed-account services.

Andrew Smith is a financial advisor with Robert Baird & Co. in Dallas, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Robinhood Financial, Merrill, Charles Schwab, and Apple Inc. Outside of finance, he serves in the Army National Guard as a bandsperson, performing music for military and civilian ceremonies in Texas. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Jack Stern is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation. He has one year of industry experience and has previously worked at firms including Jackson Financial and Farpointe Wealth Partners, as well as holding various roles at Michigan State University. 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 individual, high-net-worth, institutional, and charitable clients.

Michael Patterson is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2022 to 2026. He also spent seven years at Ads Steel Services before entering the financial industry. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

Brandi Reynolds is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.