Vincent Montenegro is a CFP®-certified financial advisor with LPL Financial in Dallas, TX, bringing 18 years of industry experience. His prior experience includes roles at Waddell & Reed, Ameriprise, and various insurance agencies. He has also been actively involved with the Farmers Branch Chamber of Commerce since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Michael Pannell is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Walsh & Watts, Inc., Pourtastic Tastings, Media 13, and Baylor University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a network of representatives serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options and utilizes various operational and research tools to support its advisors.

Travis Hewuse is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to his advisory role, he was affiliated with Thrivent Financial and spent over a decade at First Assembly of God. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning without including implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Tayla Wilshire is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services. Outside of her advisory work, she manages agricultural and cattle ranching operations and serves as president of the Wilshire Foundation, a charitable organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement a range of portfolio management strategies, with more than 10,000 advisors and over $256 billion in assets under management.

Eric Elmore is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and 14 years of industry experience. His prior roles include positions at PNC Investments, Raymond James Financial Services, and First National Bank of Omaha. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Michael Love is a Series 66 licensed financial advisor with 14 years of industry experience. He has been with J.P. Morgan Securities since 2015 and previously worked at Merrill from 2012 to 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program framework.

William Meier is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Chase Investment Services Corp. Meier serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment principles and offers brokerage and advisory solutions through a large network of advisors.

Kyle Sexton is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding a Series 66 designation and eight years of industry experience. He has been with UBS since 2017 and previously worked for the Copper Development Association from 2011 to 2017. Outside of advisory work, he is involved with Jack Levy Design, a privately held business. UBS Financial Services 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 plans according to clients’ goals and risk tolerances.

Brisa Goodell is a financial advisor at Thrivent Investment Management in Fort Worth, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Thrivent, she worked at Wells Fargo Clearing and Wells Fargo Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various planning topics. The firm offers these planning services separately from managed accounts and does not provide portfolio management for institutional clients.

Jose Godinez Rios is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Texas People Federal Credit Union, 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. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eduardo Martinez is a Series 66 licensed financial advisor with Merrill in Fort Worth, TX, and has six years of industry experience. He has been with Merrill and Bank of America since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Saavedra is a financial advisor with Merrill in Arlington, TX, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. 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, and institutions.

Kirk Holifield is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a worship leader at North Park Baptist Church, leading music during Sunday services. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Davis is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 credential and eight years of industry experience. She previously worked at Edward Jones for six years and held roles at Colorado Christian University. Outside of her advisory work, she sews baby blankets and nap mats through a small business called Razzle Baby. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting with access to multiple portfolio management styles and municipal advisory services.

George Conkle is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Merrill, TD Ameritrade, and Edward Jones. Conkle has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers a range of portfolio services supported by affiliates.

Christopher Ison is a CFP® professional with 19 years of experience in the financial industry, all spent at Edward Jones since 2007. He holds a Series 66 designation and is based in Mansfield, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

John Chapman is a CFP® professional with 31 years of experience in the financial services industry. He has been with Edward D. Jones & Co., L.P. since 1994, based in Ft Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Andrew Martinez is a Financial Advisor at Merrill Lynch Wealth Management with over 10 years of experience in the financial services industry. He joined Merrill Lynch in 2020 and works primarily with corporate executives and business owners, providing customized financial strategies through a 'Family Office' styled practice. His approach focuses on collaboration to create personalized financial plans aligned with his clients' goals. Andrew's expertise includes managing concentrated stock positions, transition events such as retirement or inheritance, legacy planning, tax minimization, and small business strategies. He also coordinates with clients' attorneys, accountants, and other advisors to support a comprehensive financial and legacy approach. He holds Series 7, 63, and 66 FINRA registrations and the designation of Senior Portfolio Advisor. Andrew attended Sacred Heart University, where he studied Finance and Economics. After spending eight years in Manhattan, Andrew returned to his hometown in Greenwich, Connecticut. He is involved in the community through volunteering with organizations such as Yale New Haven Hospital. Outside of work, Andrew enjoys outdoor running, golfing, following New York sports, and spending time with his family.

Garrett Pany is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC and Sewell Automotive Companies, as well as academic positions at Texas A&M University and A&M Consolidated High School. Merrill, along 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 a range of clients including individuals, high-net-worth investors, and institutional entities.

Atish Shrestha is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and five years of industry experience. His background includes roles at Robinhood Markets, Fidelity Investments, and positions in higher education at The University of Texas at Arlington and Texas Tech University. Raymond James & Associates, Inc. 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, investment consulting, and municipal advisory services.