Kelly Webb is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Webb has worked with Raymond James since 2010 and also owns KNL Investments. Outside of finance, he has been a sports official since 2001. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor recommendations and supports advisory programs alongside institutional consulting and portfolio management.

Ty Woodruff is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Personal and Workplace Advisors, Bank of America, Merrill, and Global Financial Private Capital. J.P. Morgan Securities 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 investment recommendations.

Robert Munday is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked as a licensed real estate agent at The Real Estate Ranch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its involvement with registered investment companies and its use of systematic methodologies and AI-driven research.

Steven Sarosy is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been associated with various Cetera entities since 2024 and previously spent seven years with Avantax Insurance Agency. Outside of his advisory work, he serves as a recreation specialist for the City of Irving and is involved on the board of the Future Leaders of Irving, focusing on educational programs. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

David Goldmeyer is a financial advisor at Edward Jones in Lewisville, TX, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he worked at RGH Enterprises, Inc. Cardinal Health, Inc. from 2020 to 2021, and at Nestle Health Science from 2007 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Christina Chernyshev is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has five years of industry experience. She previously worked at Charles Schwab and CMM LLP. Outside of her financial advisory role, she streams video games on platforms including Twitch and TikTok. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth criteria and integrates advisory services with various financial products and referral channels.

Marion Parker is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services LLC. Outside of finance, Marion has been involved with fitness-related ventures including Rumble Boxing, Total Fitness Kickboxing, and Camp Gladiator. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Clay is a financial advisor at Edward Jones in Flower Mound, TX, with 22 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over 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.

Michael Sherman Jr. is a Senior Financial Advisor with UBS Financial Services in Argyle, Texas, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with UBS since 2015 and previously served as an Assistant Vice President at Merrill Lynch Global Private Client. He is also involved in managing personal and family living trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management. The firm delivers tailored financial plans using proprietary capital market research and maintains a broad platform that includes discretionary portfolio management, custody, underwriting, and other capital markets services.

Hunter Archibald is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior work includes roles at Hapax Capital LLC, TL Private Wealth, and TD Ameritrade Investment Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jay Lancaster is a financial advisor with Mass Mutual Investors Services in Denton, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Mass Mutual and its affiliated entities since 2017 and previously spent four years with Northwestern Mutual. In addition to his advisory role, he is licensed to sell life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing technology-driven analysis and delivering collaborative, annual planning engagements.

John Muse is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is a licensed agent with Blue Cross Blue Shield and has involvement in oil and gas leasing activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 advanced research and operational tools.

William Haider is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. He has been with Fidelity since 2022, progressing through roles including Electronic Channel Support, Investment Solutions Representative I and II, before assuming his current position in 2025. In his role, William partners with clients to develop customized financial plans that align with their individual goals and preferences. Throughout his tenure at Fidelity Investments, William has focused on building trust and delivering reliable, competent service. His experience spans various aspects of investment solutions and client support, enabling him to assist clients effectively in their financial planning. Outside of his professional responsibilities, William is engaged in family activities, social events with friends, music, reading, and volunteering.

Daniella Marchetta is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2018 and previously held roles in healthcare at Texas Health Adult Care and Gwinnett Medical Center. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Robert Ratcliff is a financial advisor at Stifel with 37 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2010. Outside of his advisory role, Ratcliff serves on the Board of Directors for the Cole Ranch Improvement District No. 1 in Denton County, Texas, and participates in drag racing. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Thomas Ingram is a Financial Advisor with Merrill Lynch Wealth Management, bringing 16 years of experience in the financial industry. He focuses on understanding clients' priorities to develop personalized financial strategies that align with their individual and family goals. His areas of expertise include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Thomas holds the Personal Investment Advisor (PIA) designation and earned an Associate's Degree from ITT Technical Institute, following his graduation from Sulphur Springs High School. Thomas is actively involved in his community through initiatives such as the DFW Meal Pack and local disaster cleanup efforts with First Baptist Church Sanger TX in 2024. Outside of his professional commitments, he enjoys camping, football, hunting, music, and spending time with his family.

William Roebken is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Merrill from 2002 to 2009 and Prudential Equity Group, LLC from 1998 to 2002. Outside of advising, he operates a tax preparation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, managing over $819 billion in discretionary assets through a large network of advisors.

Nathaniel Biddick is a CFP® with 19 years of experience in the financial industry. He is currently with Cetera and has prior experience at Avantax and Edward Jones. Outside of advisory work, he is involved with Olim SportsCards. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies across various program structures and custodial relationships.

Chesley Davidson is a financial advisor with LPL Financial holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining LPL Financial in 2022, Chesley worked at Charles Schwab & Co., Inc. and TD Ameritrade. His earlier career includes roles outside the financial industry, such as positions at Enterprise Holdings, Razzoo's Cajun Café, and Cotton Patch Cafe. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Kathy Bauer is a financial advisor with Edward Jones in Denton, TX, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she teaches macroeconomics at a local high school. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of investment options and advisory services, managing approximately $1.01 trillion in assets through a large nationwide advisor and branch network.