Kelci Mc Ginnis is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked previously at Merrill Lynch, Citibank, and First Bank. Outside of her advisory role, she is involved in an e-commerce business selling furniture and household decor. 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 in its recommendations.

Robert Taylor is a financial advisor with Ameriprise in Hurst, Texas, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory practice, he owns a collection company for collector cars and leases land for cattle grazing in Texas. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored, ongoing retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Matthew Wolczko is a financial advisor at J.P. Morgan Securities with Series 63 and 65 credentials and four years of industry experience. His prior work includes roles at UMB Bank, PNC Bank, and BNY Mellon. J.P. Morgan Securities LLC 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 in its recommendations.

John Hill Jr. is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Raymond James & Associates for 13 years. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Buchanan, Sr. is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and 43 years of industry experience. He worked at UBS Financial Services for 25 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025. Outside of his advisory role, Buchanan is involved in several business ventures including ownership in a restaurant coupon financing company and a manufacturing firm producing craft cocktail ice. 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 a non-discretionary advisory model. The firm combines institutional advisory with broker-dealer and investment management capabilities as a subsidiary of J.P. Morgan.

Jack Webb is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Webb broadcasts various sporting events for Haltom High School Sports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carter Stansbarger is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at Hilltop Securities and has held various roles at Cedar Ridge Country Club and the University of Oklahoma. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and advanced modeling tools for its planning services and offers a broad range of retail and institutional investment solutions.

Sean Leonard is a financial advisor with LPL Financial based in Hurst, TX. He holds the Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Rent-A-Center from 2015 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services utilizing a network of investment adviser representatives who implement various portfolio strategies and access institutional platforms.

Monica Snapka is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 66 and Series 63 credentials with six years of industry experience. She has been with J.P. Morgan Securities since 2019 and has worked at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Jordan Dowling is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and approximately one year of industry experience. Prior to joining Ameriprise, he worked at Charles Schwab and Penney, Murray & Associates. Outside of his advisory role, he is involved with Geaux Sooners LLC, DBA Luminate, where he serves as a Client Service Specialist managing advisory business operations. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered in partnership with financial advisors. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Bernard Paul is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Bernard has been involved in fundraising for St. Jude Research Hospital and helped organize a nonprofit reunion event for a former company. He also participates in mystery shopping for the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to client goals. The firm combines institutional trading capabilities with wealth management services and operates a broad platform that includes brokerage, advisory, underwriting, and custody services.

Kelli Poremba is a CFP® with 23 years of industry experience and has been with Edward Jones in Dallas, TX since 2002. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she receives royalties from Plains Marketing L.P. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Kishor Lakshminarayan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he works as an independent sales representative for Amway and has pursued freelance acting. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Forrest Sipes 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, N.A. since 2026. Prior to joining J.P. Morgan, he worked at NOV Inc and has involvement with Stakeless LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Toby Pickett is a financial advisor with Fidelity Investments, holding a Series 66 designation and 19 years of industry experience. He has been with Fidelity since 2001. Outside of advising, he works as a package sorter at an Amazon facility in Fort Worth, Texas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Sarah Klement is a Series 66 licensed financial advisor with 23 years of industry experience, currently with J.P. Morgan Securities in Dallas, TX. Her prior roles include positions at Cetera Advisors LLC, Investors Capital Corp., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. She has been with J.P. Morgan Securities since 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting using a combination of quantitative modeling and centralized due diligence.

David Ambriz is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2019 to 2023 and has a background outside finance including a role at Best Buy. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ericka Areal Drinker is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. She has been with J.P. Morgan and its affiliated entities since 2023. Her prior experience includes roles at Socorro Asset Management, Energy Impact Partners, and various positions outside the financial industry. 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 brokerage, distribution, and investment management capabilities.

Holt Gandy is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His prior roles include positions at Charles Schwab and Judge Technical Services Inc. 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 solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Roberts is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services, Charles Schwab, and TD Ameritrade. 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 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 while clients retain final decision authority.