Tricia Beevers is a financial advisor at Stifel with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2010. Outside of her advisory role, she is a notary and a member of Camilla Minerals LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Curt Metten is a financial advisor with LPL Financial holding a Series 66 designation and over 25 years of experience, including 25 years at Regions Bank prior to joining LPL Financial. He is based in Oak Point, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Nicholas Carnero is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Cox Financial Group and the Silverman LeGate Advisory Team, as well as experience related to Texas Tech University and Monahans High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary research and third-party strategies, supported by extensive operational tools and a broad network of advisors.

Nathan Bell is a financial advisor with J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His background includes roles at Axa-Equitable Financial Life Insurance Co and Equitable Advisors, as well as earlier experience at Sony Pictures Entertainment and in small business operations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager research, and customized performance reporting. The firm utilizes a centralized due diligence process and integrates ESG considerations within its investment recommendations.

Jeffrey Dziadziola is a financial advisor with Concentrated Risk Solutions Inc. in Frisco, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Concentrated Risk Solutions since 2014. Concentrated Risk Solutions is a small, state-registered advisory firm that serves other registered investment advisers by soliciting and referring third-party advisers and their separately managed account strategies to advisory platforms. The firm does not manage client assets and focuses exclusively on solicitor and referral services rather than individual portfolio management.

Edward Devereaux is a financial advisor at Concentrated Risk Solutions Inc. with 12 years at the firm and a total of 13 years in the industry. He holds Series 63 and Series 65 licenses and also serves as president and owner of Devereaux Inc., where he acts as an independent insurance agent. Concentrated Risk Solutions is a small advisory firm that supports registered investment advisers by soliciting and referring third-party advisers and their separately managed account strategies to advisory platforms. The firm does not manage client assets or provide tailored portfolio management but focuses on facilitating relationships and communications between third-party advisers and advisory platforms.