Patrick Wallace is a financial advisor with Cambridge Investment Research Advisors in Ft. Worth, TX. He holds the CFP® and Series 66 designations and has 23 years of industry experience. His work history includes roles at Cambridge Investment Research since 2018, Higher Strata Wealth Management since 2010, and Geneos Wealth Management from 2009 to 2017. Wallace is also a notary signing agent and operates as an independent insurance agent through Higher Strata Wealth Management. 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, employing a range of portfolio management approaches and custody arrangements.

Hunter Hollarn is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following nine years at Bank of America and ten years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Brandon Tatarevich is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2002. Outside of his advisory role, he is involved in commercial real estate through ownership positions in GT1 Strategies, LLC and CLHP, LLC, and performs as a country music musician in local venues. 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 applying an ESG eligibility framework when recommending strategies. The firm operates within the broader J.P. Morgan financial organization and offers services on a non-discretionary basis.

Trenton Monts is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked in architectural fabrication and retail. Monts co-owns a family rental property outside of his advisory role. Merrill, along 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 a range of individual and institutional clients.

Victoria Llanes is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with two years of industry experience. She previously worked at Advancial FCU from 2016 to 2018 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the U.S.

Ryan Kelley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Advisory Services and Foresters Financial Services from 2016 to 2019. Outside the firm, he owns Kelley Financial Services, doing business as Cetera Business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Aidan Glynn is a financial advisor with LPL Financial in Irving, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at Edward Jones, DataRobot, Ludacka Wealth Partners, and TDAmeritrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Diana V Butler is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Bank of America, N.A., Merrill, and Bank of America Merchant Services. Butler also has a decade of experience with AL & D Butler. 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

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.

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.