Scott Nordblom is a financial advisor with Primerica Advisors in Burleson, TX, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and receives income from a gas and mineral lease on his personal residence. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

Anthony Kemp is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities from 2012 to 2017. Kemp is based in Denton, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Brandy Monasco is a financial advisor with J.P. Morgan Securities LLC in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of her advisory role, she operates a content creation business on TikTok and YouTube, where she shares videos of her animals and DIY projects. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Corban Alkhayer is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise in 2025. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, algorithm-supported recommendations focused on income sources, tax-smart withdrawal strategies, and Social Security options.

Preston Pavlat is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Merrill, Bank of America, UBS Financial Services, First Command Financial Services, and Fidelity Investments. He is based in Fort Worth, Texas. 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.

Rachel Couch is a financial advisor at Ameriprise in Fort Worth, TX, with 10 years of industry experience and a Series 66 credential. She has worked at various Ameriprise entities since 2016. Outside of her advisory role, she is involved in independent insurance brokering and is employed by BEEZ3 LLC, an investment-related business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and annual advice focused on income sources and tax-aware withdrawal strategies.

Robert Mercer III is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

Jaxon Day is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at TD Ameritrade and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Brandon Patterson is a financial advisor at Merrill with Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Aflac, Ponko, and Urban Wok, among others. He has also been affiliated with Auburn University and held various positions outside finance. 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.

Sharla Covington is a financial advisor with Wells Fargo Advisors in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Covington owns and operates Sharla Bowling Wealth Management, LLC, an independent practice she manages full-time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche areas.

Patricia Tippins is a financial advisor with Stifel in Dallas, Texas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, high net worth clients, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Maci Geltmeier is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing personalized financial planning services with a focus on areas such as divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and individual and corporate investment strategy. Maci holds a Bachelor's degree from Louisiana Tech University and a Master's degree in Finance from the University of Texas at San Antonio. She also holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her background includes five years as an NCAA Division I student-athlete, contributing to her work ethic and discipline. Outside of her professional work, Maci is interested in adventure sports, biking, golfing, hiking, music, running, soccer, spending time with her family, traveling, and yoga. She aims to build lasting relationships with her clients and help them feel confident about their financial future.

Paul West is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 65 and Series 63 designations and has two years of industry experience. His prior roles include positions at Wells Fargo Bank, Amberton University, and Richland Community College. 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, utilizing research and analytics along with diversification principles and modern portfolio theory in its investment approach.

Evan Hardin is a financial advisor at Merrill with Series 66 certification and one year of industry experience. Prior to joining Merrill, he has held roles at several organizations, including Chick-fil-A and the University of Texas at Arlington. 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.

Brock Mitzel is a CFP® professional with 20 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also worked with JPMorgan Chase Bank, N.A. since 2008. 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 brokerage, distribution, and investment management capabilities.

Jerry Williams is a financial advisor at LPL Financial in Fort Worth, TX, with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in a cattle business in Decatur, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Sydney Mc Kie is a financial advisor at Thrivent Investment Management with five years of industry experience. Sydney holds the Series 66 designation and has worked previously at Fidelity Investments and JPMorgan Chase Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic planning without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts through its “WealthPlan” option.

Bryan Montenegro is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Equitable Advisors since 2020. Prior to his advisory role, his work background includes positions at Uber, multiple hospitality establishments, and the University of Texas at Arlington. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a combination of advisory and brokerage solutions.

Brian Curtis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. Prior to joining LPL, he worked at Edward Jones for 10 years. Outside of his advisory role, he plays guitar and sings in a bluegrass band based in Fort Worth, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Ebed Evans Jr. is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Primerica Advisors. Outside of his advisory role, he is involved in the sale of loan products and home security referrals through affiliates of PFS Investments Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.