Katharine Archer is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 credential and previously worked at AIG for 13 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Zelos Willis is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Vanguard Group and Charles Schwab/TD Ameritrade. He also has experience outside finance, having worked with the YMCA and operated a business called The ArtofJozel. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

Matthew Gunnip is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes positions at Morgan Stanley and its affiliates from 2007 to 2023 before joining Ameriprise. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Richard Sullins is a Senior Financial Advisor specializing in wealth management strategies designed to help clients pursue their financial goals. He is part of Merrill Lynch Wealth Management, where he works closely with clients to develop personalized financial strategies tailored to their long-term objectives. His expertise includes college education planning, employee benefits planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Richard holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from the Texas A&M University System. Outside of his professional role, Richard enjoys adventure sports, fishing, football, horseback riding, hunting, scuba diving, and spending time with his family.

Carla Thompson is a financial advisor at UBS Financial Services with 42 years of industry experience. She has been with UBS since 1995 and has operated Carla Thompson Financial Services since 1986. Thompson serves as a member of the University of Texas at Austin College of Fine Arts Advisory Committee. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

David Adams is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2011. Outside of his advisory role, Adams serves as a trustee for the Jacob Ratliff 2011 Revocable Trust. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a combination of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a variety of investment strategies and management approaches.

Amy Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on family wealth management strategies, women and wealth, and retirement income. Amy works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. She emphasizes a disciplined and diversified portfolio construction approach, detailed planning, and defined re-balancing targets rather than attempting to time the markets. Amy holds the designation of Personal Investment Advisor (PIA) and earned her High School Diploma from Burleson High School. She is also actively involved in her community, volunteering as a Johnson County Court Appointed Special Advocate (CASA). In her personal time, Amy enjoys boating, gardening, and horseback riding.

Kate Meyer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America and Charles Schwab. Outside of finance, she works part-time as a licensed professional counselor at a small therapy practice in Keller, Texas. 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.

Fritzie Connally Jr. is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 registrations and has 40 years of industry experience. He has worked with Ameriprise since 2009, including its Financial Services, Inc. and LLC divisions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides a written recommendation report and ongoing annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Raymond Wilshire is a CFP®-certified financial advisor with 36 years of industry experience, currently serving at Cetera Wealth Services, LLC. Based in Fort Worth, TX, he has a longstanding career including roles in tax consulting and financial services dating back over five decades through Wilshire & Associates and related firms. Outside of his advisory work, he manages ranch operations and holds executive roles in several family-owned businesses and a nonprofit foundation. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a large network of advisors and employs various program structures and investment strategies.

Charlie Hernandez is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. He previously worked at Bank of America and has seven years of experience at Manny's. Outside of his advisory role, he assists with managing his parents' financial affairs through a family LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Emily Hall is a CFP® and Series 66 credentialed financial advisor with five years of industry experience. She has worked at Edward Jones since 2021 and previously held roles at Fidelity Investments, Texas A&M University, Joseph Lang Lasalle (JLL), and Whole Earth Provisions Company. From 2016 to 2018, she participated in Rotary Exchange's extended travel program. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Brawner is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023, with prior experience at BTC and Epic Supply. Charles Schwab 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 both non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and providing integrated brokerage, custody, and advisory services.

Mallory Wittkowske is a financial advisor with Robert W. Baird & Co. in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Baird in 2023, she worked at Goosehead Insurance and has held various roles associated with the University of Iowa and other organizations. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional investments.

Gregory Jones is a financial advisor with Mass Mutual Investors Services in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. Jones is also involved in individual life, property/casualty, fixed annuity, and long-term care insurance as an agent and holds gaswell royalties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships using firm-approved analytical tools.

Sabrina Hurley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2022 and previously operated a business called Perfect Piece By Saby from 2021 to 2024. 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 applying an ESG eligibility framework in its recommendations.

Victor Price is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing from Investment Consultant to Financial Consultant, and currently serves in his Vice President role since 2021. Victor works with clients to address their unique financial goals through a consultative planning process, aiming to provide responsive and relevant guidance tailored to their needs. His experience spans various aspects of financial consulting within the highly regulated financial services industry. Victor holds an Arkansas Insurance License, supporting his ability to advise clients on insurance-related matters. Victor emphasizes understanding the story behind the numbers to help clients achieve peace of mind. Further details about his education, credentials beyond his insurance license, personal interests, or community involvement have not been provided.

Rodney Hall is a CFP®-certified financial advisor with Edward Jones in Southlake, TX, with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities under a fiduciary standard.

Michael Brown is a CFP®-certified financial advisor with Edward Jones, based in North Richland Hills, TX. He has 28 years of industry experience, including 16 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

David Scott is a financial advisor at LPL Financial with 43 years of industry experience. He holds a Series 63 designation and has worked previously at Cambridge Investment Research and LPL Financial. Scott is also involved with DALS Financial LLC, an investment-related business connected to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and various portfolio solutions.