Patrick Wallace is a CFP® professional with 23 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has held roles at several firms including Higher Strata Wealth Management, Geneos Wealth Management, LPL Financial, and Morgan Stanley. Wallace also serves as a notary signing agent and has an independent insurance agent role with Higher Strata Wealth Management. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutional pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Brandon Tatarevich is a financial advisor with J.P. Morgan Securities in Fort Worth, Texas, holding Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at JPMorgan Chase Bank, N.A. since 2002 and at J.P. Morgan Securities since 2012. Outside of his advisory work, he performs as a country music musician at local venues. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence combining quantitative and qualitative research.

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 LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 designations and having 10 years of industry experience. His prior roles include seven years at Cetera and three years at Foresters Advisory Services. He is also the sole owner of Kelley Financial Services, operating as a DBA for his Cetera business. 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 offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Aidan Glynn is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial, he worked at Edward Jones, DataRobot, Ludacka Wealth Partners, and TDAmeritrade. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of advisors.

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 Fort Worth, TX, holding a Series 66 designation and over 22 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 1988 and at Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and operates Palomas Boutique LLC, which buys and sells clothing and jewelry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, utilizing research and analytics to support diversified investment strategies.

Nicole Horton is a CFP® professional with 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions.

Steven Ha is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. He previously worked at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of his advisory role, he holds an active real estate agent license with Realty Company of Louisiana LLC, which is in the process of becoming inactive. 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 both brokerage and advisory solutions.

Timothy Rice is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked for Waddell & Reed, Inc. and various insurance carriers for 25 years. Rice has been involved in nonprofit activities, including the Timothy Spencer Rice Scholarship Fund since 1996 and the Miss South Carolina Scholarship Organization since 2010. 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 and access to model portfolios, third-party asset management, and institutional platforms.

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 Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors in 2024, Koheel worked at Pioneer Technology & Arts Academy and held positions in education and healthcare. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Lisa Tomlinson is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JP Morgan Chase Bank and J.P. Morgan Securities LLC since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, and it includes unique regulatory registrations reflecting broader derivatives and commodities capabilities.

Margaret Capehart is a CFP®-certified financial advisor with Ameriprise in Arlington, TX, and has 23 years of industry experience. She has been with Ameriprise and its related entities since 2013. Outside of her advisory role, she is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity focused on practice management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

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 at Merrill with Series 66 and Series 63 registrations and three years of industry experience. His prior roles include positions at Charles Schwab, Robinhood Markets, and TD Ameritrade. He has also worked in education and nonprofit sectors. 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 individuals, high-net-worth clients, pension 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, holding CFA®, Series 66, and Series 63 designations and 16 years of industry experience. His prior roles include positions at GM Financial, Kestra Investment Services, UBS Financial Services, and 1st Global Advisors. Outside of his advisory role, he has managed a real estate investment entity, M77 Principled Investments LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Ramesh Dharmarajan is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Wells Fargo entities since 2012. 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 both brokerage and advisory solutions.