Michael Hyatt is a financial advisor with UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with UBS since 1992. His other activities include overseeing scholarship allocations for the Iron Phi Foundation, serving on the board and executive committee of the Fort Worth Zoo Association as treasurer, and participating in charitable oversight for Sister Cities International Foundation and investment review for Pacific Retirement Services, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Kristi Traylor is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following a decade at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Jeffery Trentham is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

James Taylor is a financial advisor at Equitable Advisors in Fort Worth, TX, with 29 years of industry experience. He has held his current position since 1999 and holds Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Kyle Losch is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. His previous roles include positions at Bank of America, N.A., Midwestern Securities Trading Co, and Target. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Diana Jenkins is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. She has held positions at firms including Silver Lake Capital Partners LLC, Malleck Wealth Management LLC, Raymond James Financial, and H & R Block. Jenkins also has experience in an academic setting, having worked with Southern Methodist University. She is part of The DDK Group at Robert W. Baird, which provides tailored wealth management and consulting services to individuals, families, institutions, and charitable organizations. The team offers a range of portfolio management options and customized strategies, including traditional and non-traditional investments, with services spanning from financial planning to discretionary management.

Krystal Lopez is a financial advisor with UBS Financial Services and holds a Series 66 designation. She has eight years of industry experience, including prior roles at Morgan Stanley, JPMorgan Securities LLC, and JPMorgan Chase Bank. Before entering the financial sector, she worked at Lululemon for two years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Heather Smith is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement-income advice through a centralized consulting team.

Ronald Hughey is a CFP® professional with 39 years of experience in the financial industry. He has worked at OSAIC since 2024 and previously spent over two decades at Securities America Advisors, Inc. Aside from his advisory role, Hughey provides occasional tax preparation services for clients. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Wade Grimes is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and Foresters Financial during his career. He is a board member of Brothers Keepers, an organization that helps injured veterans. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that includes affiliated and third-party managers.

Robin Webb is a financial professional with Cetera, holding Series 63 and Series 65 licenses and two years of industry experience. His previous experience includes roles at Coble Cravens Investments and Insurance and Eagle Financial Group. Outside of finance, Webb serves as a vice-president and instructor at Texas Baptist Bible College, is a board member of Beech Mountain Bible Conference, and works as a high school baseball umpire. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party managers, with more than 10,000 advisors and $256 billion in assets under management.

John Dull Jr. is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2001. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Kennen Riley is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Fidelity Investments and Bank of America, N.A. Before transitioning into finance, he worked in various roles at J.B. Hunt Transportation Services Inc., Damco Distribution Services Inc., and QuikTrip. 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Lindsey is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Cetera and Foresters Financial Services. Outside of his advisory work, he was involved with the Amon Carter Museum of American Art for five years. 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 extensive technology and operational resources.

Meredith Campbell is a financial advisor at Stifel with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Fidelity Brokerage Services. Campbell is involved in the Junior Women's Club of Fort Worth, where she serves as president of a sub-club and leads monthly programs and socials. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Andrew Ladd is a financial advisor at Robert W. Baird & Co. in Dallas, TX, holding Series 63 and 66 licenses with 23 years of industry experience. He has been with Robert W. Baird since 2014. Outside of his advisory role, he serves on the Investment/Advisory Committee of the YMCA of Metropolitan Dallas and is a board member of Collin County Municipal Utility District No. 6. The DDK Group, part of Robert W. Baird's Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, separately managed account programs, and brokerage services. The firm combines manager-traded and model-traded strategies with ongoing manager selection and utilizes internal research and technology, including AI, in client advisory processes.

Bryan Hull is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding the Series 63 and Series 66 designations and possessing 12 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Douglas Amyett is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking and lending programs.

Nathan Richards is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, RBC Capital Markets, Stephens Inc., Waddell & Reed, and Morgan Stanley. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kenneth Hampton Sr. is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.