Hasan Bowers is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill in 2025, he worked at Frontier Communications for 20 years and briefly at Carmax. 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 and profit-sharing plans, corporations, and charitable organizations.

Remer Griner is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2012. 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.

Joshua Murray is a financial advisor with Primerica Advisors in Azle, TX, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of his advisory role, he is a director of Joshua Murray & Associates, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Matthew Ghadimi is a financial advisor with J.P. Morgan Securities in Arlington, TX, holding a Series 66 designation and four years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Merrill, and Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence combining quantitative and qualitative research, and it offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Brett Valderas is a financial advisor with Cetera in Dallas, TX, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at multiple Cetera entities since 2024 and previously was affiliated with Avantax and other firms. Outside of advisory activities, he assists real estate agents with open houses and showings through a referral role. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers diverse investment management and financial planning services through a nationwide network of over 10,000 advisors and manages assets exceeding $256 billion.

Arielle Oliver is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Thrivent, she worked in education with FWISD and HISD for over a decade. She also serves as a Notary Public in the State of Texas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary portfolio management.

Ryan Groce is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Northwestern Mutual in various wealth management and investment roles for 14 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence with quantitative and qualitative research, including ESG criteria, and leverages derivatives and commodities capabilities uncommon among institutional advisory programs.

Cal Crabtree is a financial advisor at Equitable Advisors in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Sprint Energy Services, LLC, and US Ecology Inc. He has three years of experience specifically with Equitable. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory models.

Robert Kight is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously held roles at Cleros Wealth Partners, LLC and Purshe Kaplan Sterling Investments. He serves as Treasurer for Hillside Community Church. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Ashley Bloom is a financial advisor with Edward Jones in Colleyville, TX, holding CFP® and Series 66 credentials with nine years of industry experience. Prior to joining Edward Jones in 2017, she served in the Texas Army National Guard from 1998 to 2017. 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 under management and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Andrew Gentry is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked at Tegna Media and was involved with Sagamore Baptist Church, where he serves as an audio technician. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Ethan Wehrman is an advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2026 and brings experience from previous positions at Wells Fargo Bank, PNC Bank, City Bank, and Prosperity Bank. Outside of finance, he has worked in the food service industry, including roles at Nothing Bundt Cakes and Double Daves Pizza. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of brokerage and advisory services, leveraging research and analytics to support diversified investment strategies and retirement plan consulting.

Lori Gust is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been associated with J.P. Morgan Securities and its affiliated entities in various roles since 2005. Outside of her advisory work, she owns Bella Arte, a business where she photographs and sells still life photos directly to individuals. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Sarah Sherman is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory activities, and model portfolio delivery.

Sidney Crose is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2003 and has been with 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, retirement consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Joshua Milam is a financial advisor at Cetera with five years of industry experience. He holds the Series 66 credential and also serves as the managing partner of Milam Law Firm, PLLC, which provides legal services in tax, estate planning, and business matters. Additionally, he is the treasurer of LeTip International, a business networking group. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, allowing advisors to implement model portfolios, select third-party managers, or develop customized strategies.

Pierre Beasley is a Series 66–licensed advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he held roles at RSM US LLP and worked at Dallas Baptist University. He has also worked for Uber/UberEats and Topgolf. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management services. The firm utilizes a variety of third-party advisory programs and fiduciary tools, providing access to mutual funds, ETFs, separately managed accounts, and alternative investments.

Latroy Higgins is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, Inc., Morgan Stanley, and Morgan Stanley Smith Barney. Higgins is based in Fort Worth, TX. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured planning tools and investment models while managing approximately $2.74 trillion in client assets.

Dewey Isom is a financial advisor at Raymond James & Associates with 40 years of industry experience. He has been with Raymond James since 2003 and holds a Series 63 designation. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Trenton Owens is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing investment analysis and wealth management strategies since joining in 2011. He focuses on family wealth management, institutional and corporate benefit services, portfolio management, philanthropic planning, and small business strategies. Owens strives to maintain a disciplined approach based on data and tailors strategies to preserve and grow client assets. He has served as an Optimal Practice Model (OPM®) Teams Faculty member, assisting other financial advisors with business management and development. Owens earned a BBA in Finance from Southern Methodist University, specializing in financial institutions and speculative markets. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His professional recognition includes multiple listings on Forbes/SHOOK lists for America's Top Next-Generation Wealth Advisors and Best-in-State Wealth Advisors, and as a member of the Price & Associates team honored on Forbes America's Top Wealth Management Teams High Net Worth and Best-in-State Wealth Management Teams. Active in the Dallas community, Owens participates in the Southern Methodist University Dallas Young Alumni and Mustang Club, serves on The Dallas Foundation Advisory Council, and is involved with the SMU BBA Mentor Alliance and Watermark Community Church. He resides in University Park with his wife, Clare, and their three children.