Raymond Bold is a financial advisor with Raymond James Financial Services Advisors Inc. in Arlington, TX, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has operated Bold Financial Partners, LLC since 2012 as a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities, utilizing tailored non-discretionary planning and analytical tools to support client goals.

Cheston Malone is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Stifel since 2023. His prior experience includes roles at Fidelity Investments and Morgan Stanley, as well as non-financial positions in hospitality and education. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling to provide analyses that support client decision-making.

Ampelio Villa is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Fidelis Elite Systems. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Serena Khoury is a Series 66-licensed financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS and Morgan Stanley, with her most recent tenure beginning at UBS Financial Services in 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, employing proprietary capital market assumptions and research to tailor investment plans and portfolio management.

Michael Sawyers is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Bank of America, Fidelity Investments, and has experience in the food and beverage industry, including a role at Waterproof, where he serves guests and processes transactions. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Williams is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Cetera and Cetera Investment Services LLC from 2010 to 2020. Outside of his advisory work, he coaches for the Arlington Southwest Little League Baseball. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, with an emphasis on both discretionary and non-discretionary strategies.

Taylor Mahlandt is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS, Mahlandt worked at J.P. Morgan Securities LLC and Morgan Stanley, and served three years in the U.S. Army. In addition to advisory work, Mahlandt has ongoing military service with the Texas National Guard. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

Matthew Kimmel is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2026, he worked at UBS Financial Services for seven years and has held positions at Mass Mutual and David Lerner Associates. Outside of his advisory career, he previously managed a bridal business for seven years. 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 combines brokerage and advisory solutions and utilizes research from its Wells Fargo Investment Institute alongside third-party data to support diversified investment strategies.

Christopher Goins is a financial advisor at Edward Jones in Dallas, TX, holding Series 63 and Series 66 designations with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,700 financial advisors and 15,000 branch offices.

Jason Taylor is a financial advisor with J.P. Morgan Securities in Grapevine, TX, holding a Series 66 designation and 24 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Outside of his advisory role, he is a partial owner and strategic partner of Taydra LLC, a clothing and apparel design business. 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 through a combination of advisory and brokerage capabilities.

Allen Abney is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and bringing 16 years of industry experience. He has worked with UBS since 2015. Outside of his advisory work, Abney is a director of a family partnership involved in real estate and oil and gas investments and manages an LLC that holds marketable securities and a rental property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and capital markets solutions.

Becky Lancaster is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Her prior roles include four years at Stanley Korshak, LLC, and earlier positions in retail and hospitality sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Cheryl Lamb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with PFSI Investment Inc. since 2018 and has been affiliated with James Jamb, Inc. and Primerica Financial Services since 2005. Outside of advisory roles, she is involved in the sale of home-related products and services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating under a tiered wrap-fee structure rather than fixed fees.

Carlos Calderon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and seven years of industry experience. He previously worked at Charles Schwab and Frost Bank before joining Wells Fargo. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, special-needs analysis, and divorce.

Latrell Wilson is a CFP® professional with seven years of experience in the financial industry, currently serving at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Tempur-Sealy, Enderle Besten Dieruf, PLLC, and Apple, and spent five years at the University of Kentucky. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Winston Trotter is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise and its related entities since 2014, with brief periods outside the industry. Outside of advising, he is also a high school and college basketball referee. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides customized retirement planning and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

Pierce Ashworth is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. His prior experience includes positions at Trinity Hunt Partners and educational roles at Southern Methodist University and Chapman University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework when recommending investments.

Joe Chairez Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding CFP® and securities licenses (Series 63, 65, 66) and bringing 32 years of industry experience. His prior roles include positions at J.P. Morgan Securities and operating his own firm, Joe A. Chairez Jr., LLC. Outside of financial advising, he owns a production company focused on video and photography. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver annual, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Alexander Steele is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. He has worked in various capacities within Fidelity since 2016, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it is noted for its use of AI and formal advisory roles to multiple registered funds.

Brian Bates is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He joined Fidelity in 2013 and has held various positions including Account Executive Branch and Financial Consultant before his current role. Brian assists clients in planning for retirement, identifying investments, and evaluating risks to work toward their financial goals. He holds an Arkansas Insurance License, which supports his work in the financial services industry. Details about his education and personal interests have not been provided.