Ethan Shook is a financial advisor at Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 credentials with two years of industry experience. His prior roles include positions at Fidelity Investments and Benchmark, as well as diverse experience across several other sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Ted Kelly Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 35 years of experience in financial and wealth management advice and services. Since joining Merrill in 2009 from Banc of America Investments, he has provided high-net-worth clients with expertise in family wealth management strategies, legacy planning, portfolio management, wealth transfer and preservation, business services, retirement strategies, estate planning, and private money management. Kelly takes a disciplined approach to each client relationship, focusing on understanding individual client situations, goals, and needs to develop personalized wealth management strategies. Kelly holds a Bachelor of Business Administration in Finance from Texas Tech University, earned in 1986. He has earned professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). His client work is informed by his deep knowledge of multi-generational wealth planning, asset allocation, portfolio management, and capital markets. Beyond his professional role, Kelly is active in his community and serves on the board of Furnished by Grace. He coaches boys’ and girls’ recreational and select basketball teams and is involved with the organization Embrace Grace. He is married to Michele and has two children. His personal interests include basketball, football, ice hockey, skiing, and spending time with his family.

Will Harris is a Series 66 licensed financial advisor with three years of experience, currently affiliated with J.P. Morgan Securities in Fort Worth, Texas. His prior work includes roles at Jpmorgan Chase Bank, N.A., the Texas A&M Foundation, and Zweiacker & Associates. 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 an ESG eligibility framework to support its recommendations.

Vernon Folks is a CFP® certified financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he serves as the Music Director at Ewing Avenue Baptist Church in Dallas, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services through a nationwide network of financial advisors.

Yanely Garcia is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 licenses and with 10 years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously at Fidelity Brokerage Services LLC from 2016 to 2018. The DDK Group, within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, incorporating manager-traded and model-traded strategies, tax management, and internal research, including the use of artificial intelligence, to support client advice.

Ana Stallard is a financial advisor with Equitable Advisors holding a Series 66 designation. She has one year of industry experience and has previously worked at Pinnacle Bank and Sodalis Senior Living, as well as through various roles related to educational and recreational organizations. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Ashley Spangler Marquart is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Edward Jones since 2010. 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, operating under a fiduciary standard.

Marvin Blakeney Jr. is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at BMO Family Office and Bank of America Private Bank. 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 affiliated brokerage and investment management capabilities.

Richard Wang is a financial advisor with LPL Enterprise, holding a Series 66 designation and 23 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm provides financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory services with brokerage and insurance products through an integrated platform.

Neal Nelson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and portfolio management services. Neal emphasizes understanding his clients' full financial picture and collaborates with them to create personalized wealth management plans tailored to their goals and aspirations. With a background that includes a Bachelor's and Master's Degree from the University of Minnesota System, Neal holds professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. Neal draws on extensive experience to assist clients in achieving growth objectives and protecting their assets. In addition to his professional work, Neal participates in community activities through the University of Minnesota Alumni Association. He also pursues personal interests such as dancing, music, and reading.

Tre Carruthers is a financial advisor with Ameriprise in Grand Prairie, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Carruthers serves as an elder on the board of directors at Concord Church and is involved in managing his own advisory practice through a separate management company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Turner is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as one of five members overseeing the endowment fund for the Boys & Girls Clubs of Greater Fort Worth & Tarrant County. 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 municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

James Elder is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His prior experience includes roles at Guardian Strategies, LLC and American Advisors Group, Inc. 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 and investment services through a nationwide network of more than 23,700 financial advisors.

Jacob Hunn is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held roles at Lululemon, Lead, BJ’s Restaurants, and LazyDog Restaurant. He also has experience working in education at several schools and universities. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Charles Blauvelt is a financial advisor with Edward Jones in Arlington, TX, holding the ChFC® and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is the owner of Rock & B Ranch, a farm and ranch business involved in animal sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Scott Marburger is a Series 66-registered financial advisor with Edward Jones in Mansfield, TX, where he has worked since 2011. He has 14 years of industry experience and also has a background with Mortgage Service Solutions starting in 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers various discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Mohammed Ahmed is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent six years with Signet Jewelers - Jared Division. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cass Jenkins serves as Sales Manager and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2002 and has held the Sales Manager position for the Fort Worth Market since September 2015. He holds licenses as a Life and Health Insurance Agent in Texas and maintains Series 7, 9, 10, 63, and 66 FINRA registrations. Mr. Jenkins launched his professional career following his graduation from Texas Christian University with a Bachelor of Science degree in 1992. Prior to joining Merrill Lynch, he spent seven years in law enforcement. He is also a graduate of Paschal High School and Weatherford College. Cass has earned the Certified Private Wealth Advisor® designation awarded by the Investments & Wealth Institute™ in collaboration with The University of Chicago Booth School of Business, and holds other professional credentials including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Drawing on his diverse background, Cass assists clients in clarifying their risk tolerance and focusing on their financial objectives. He helps design and administer customized financial programs that align with clients' personal values and commitments. His approach employs statistical models and tailored strategies to balance financial risks and expected returns, with ongoing reviews to keep plans aligned with clients’ changing circumstances. Born and raised in Fort Worth, Cass resides there with his wife Jeanne and their combined family of four daughters. He actively volunteers in the community and pursues personal interests such as fishing, football, golfing, traveling, and spending time with family.

Jeniree Sanchez is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Robert W. Baird & Co. since 2018, following roles at TD Ameritrade and MarketSource Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, covering a wide range of investment strategies and account types.

Ozzy Caraveo is currently an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2018, progressing through various roles including Investment Solutions Representative III, Investment Solutions Representative II, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. His experience covers a broad range of investment solutions and client relationship management. Ozzy focuses on building strong relationships with clients to understand their needs and concerns, partnering with them to develop financial plans aimed at achieving their short- and long-term goals. He holds an insurance license in Arkansas. Outside of his professional career, Ozzy has personal interests in baseball, comedy, social events with friends, golf, parenthood, and traveling.