Andrew Waldson is a financial advisor with J.P. Morgan Securities in Arlington, TX, holding Series 66 and Series 63 licenses and possessing 12 years of industry experience. He has worked at J.P. Morgan Securities since 2017, following previous roles at Strategic Advisers, Inc. and Fidelity Brokerage Services, LLC. 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 combines quantitative and qualitative manager research to create non-discretionary, customized asset allocation advice and performance reporting.

Mark Seebeck is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Equitable Advisors and its predecessor firms since 2005, following eight years at Mony Securities Corporation. He is a partner in SEEBECK & ASSOCIATES I, LP, a holding company. 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 a range of third-party asset managers and advisory platforms.

Kerry Davies is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 1996. 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 institutional investors.

Dustin Ater is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He previously worked at Merrill for 13 years before joining Wells Fargo Clearing in 2016. 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 offers a range of brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets with over 14,000 financial advisors.

Johnathan Beavers is a financial advisor with Charles Schwab in Fort Worth, TX, holding Series 63 and Series 65 licenses and accumulating three years of industry experience. His prior work history includes roles at Verizon, Best Buy, Exeter Finance LLC, Portfolio Recovery Associates, and Walmart. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance with multi-asset model portfolios and a centralized operational structure.

Mary Brammer is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at Bank of America, N.A. and Merrill. Based in Fort Worth, TX, she has been with Raymond James & Associates since 2023. 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 wide range of clients including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research resources.

Amanda Hightower is a financial advisor at Cetera with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms including Hightower Insurance Group LLC, which she owns and operates, focusing on property and casualty insurance and Medicare supplement products. She also works as an independent contractor at FFEC Wealth Partners, selling variable life and annuity products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and financial planning services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Robert Fisher is a financial advisor with J.P. Morgan Securities in Arlington, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at both JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Outside of finance, he works as a freelance engraver specializing in drinkware and awards. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes a centralized due diligence process and may incorporate ESG criteria in its recommendations.

Emily Stroud is a CFA® charterholder and Series 63 licensee with 23 years of industry experience. She is currently with LPL Financial and previously worked for Cambridge Investment Research Advisors, INC. Stroud has operated her own firm, Stroud Financial Management, Inc., since 2005. She is also an author of the book *Faithful Finance* and hosts a streaming TV show titled *Faithful Finance, Live*. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

Eric Chuber is a financial advisor at Edward Jones with a Series 66 designation and experience in various roles since 2014, including prior positions at Sitterle Homes and M Systems. He returned to Edward Jones in 2025 after an earlier tenure from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Gary Hibbett is a financial advisor with Ameriprise in Hurst, Texas, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jose Pitones is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Primerica Advisors since 2015 and has additional experience at ABF Freight System, Inc. since 2014. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate clients, and charitable organizations. The firm delivers advisory services through a large network of advisors who use model-driven strategies developed by third-party asset managers.

Fatima Romo is a Financial Advisor with Merrill Lynch Wealth Management. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fatima provides financial guidance and advisory services to her clients, focusing on retirement planning and investment management. She completed her high school education at Grand Prairie High School. Fatima is proficient in both English and Spanish.

Arthur Nicodemus III is a ChFC®-designated financial advisor with 44 years of industry experience. He is currently with LPL Financial, having joined in 2025, and previously worked for Madison Avenue Securities, Inc. for 16 years. Nicodemus also operates as an independent insurance agent. 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.

Jordan Lenderman is a financial advisor at Equitable Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and has experience in roles at Postmates, DoorDash, and the Walton College of Business. He is also the owner of Jordan Lenderman LLC. 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 and third-party managers.

Tieg Bryan is a CFP® with 20 years of industry experience, currently affiliated with Ameriprise in Weatherford, TX. His career includes roles at Wells Fargo Clearing Services LLC and multiple Ameriprise entities. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients and delivers these services through a centralized consulting team in partnership with financial advisors.

Jacques Lescoat is a financial professional at Cetera with a Series 66 credential and three years of industry experience. He has worked with Cetera Advisors LLC and Porter Morgan and Associates Wealth Management since 2014. He also holds a role at Porter Morgan and Associates Wealth Management, operating as a financial professional. Cetera Investment Advisers LLC serves a broad client base including individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

Brandon Brinkman is a financial advisor with Raymond James Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at LPL Financial, Edward Jones, and Banc of America Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning tools and supports clients through advisory programs, including specialized municipal and public-finance services.

Natalie Soto is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. She previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities for seven years before joining Wells Fargo in 2023. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jacob Mallison is a Wealth Management Advisor with Merrill Lynch Wealth Management, leveraging the global resources of Merrill to provide comprehensive wealth management services. Since joining Merrill in 2017, he has focused on serving corporate executives and their families, helping them integrate corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans into long-term financial strategies. Jacob has five years of experience in the financial services industry and specializes in education planning, employee benefits planning, managing new wealth, special needs planning strategies, and tax minimization. He holds a Bachelor's Degree from the Texas A&M University System, graduating in 2018, and is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He is a member of several professional organizations including the Corps of Cadets Association, Real Estate Council of Greater Fort Worth, and Ross Volunteer Association. Outside of work, Jacob is involved with Paradox Church and enjoys camping, football, running, traveling, and volleyball.