Randall Sloan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Bank of America/Merrill Lynch and Thrivent. Sloan is also associated with Thirteen Twenty-Two Advisors, a DBA linked to his LPL business activities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Emily Villavicencio is a financial advisor at Fidelity with seven years of industry experience and holds the Series 66 designation. Her prior work includes positions at Park Avenue Securities, Guardian Life Insurance Company, Bank of America, Merrill, and Korn Ferry Futurestep. She was also involved with the Lubbock Symphony Orchestra and served at Texas Tech University and Retrospection earlier in her career. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and fund-of-funds structures.

Eduardo Uresti is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bank of America, Wells Fargo, and Chase. Merrill, along 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, pension plans, corporations, and charitable organizations.

Johnny Tran is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solidified plans to work towards their financial goals. He employs a consultative approach to empower clients to feel confident in their plans and to build strong relationships with Fidelity. Johnny has worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2025, gaining experience in planning and consulting within the workplace benefits sector. Outside of his professional responsibilities, Johnny has interests in fitness, food, football, music, and traveling.

Ryan Fisk is a financial advisor with Ameriprise based in Benbrook, TX, holding a Series 66 designation and one year of industry experience. His work history includes multiple engagements with Ameriprise and a consulting role at Fisk Consulting Group. He also has experience outside the financial industry, including roles at Tulane University and Trinity Valley School. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver personalized, algorithm-supported planning.

Timothy Wendt is a financial advisor with Edward Jones in Ft. Worth, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of nearly 24,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jake Crawford is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to this, he worked in real estate with Marsha Hardin Real Estate and has experience in education from 2007 to 2016. Outside of financial advisory, he owns Coddiwomple Habit, LLC, an agricultural business involved in livestock production. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.

Randy Miranda is a financial advisor with Merrill in Fort Worth, TX, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His prior work includes roles at Truist Bank and Bank of America, N.A. He is a general partner and managing member of RC Miranda Investments LLC, a business intended to open a small event center that was never launched. Merrill, along 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 a range of individual and institutional clients.

Jacob Casleton is a Series 66-registered financial advisor at LPL Financial with two years of industry experience. He has been with LPL Financial since 2023 and concurrently holds outside employment with H-E-B Grocery Store. Previously, he worked with Cornerstone Christian Academy, The Way Church, and Designs of Honor, Inc. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Swoboda is a financial advisor at Edward Jones in Fort Worth, TX, with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is the owner of JSW Premier Properties, a real estate holdings firm. 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 strategies, supported by a nationwide network of more than 23,000 financial advisors.

David Nance Jr. is a financial advisor with Edward Jones in Ft. Worth, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a member of JB and Mary Glaspie Farm LLC, a farming business in Montalba, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Harry Consaul III is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2009. In addition to his advisory role, he is the owner of Pivotal Financial Advisors and is involved in insurance-related activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals using a range of portfolio management strategies and platforms.

Kerry Hambrick is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Friendemic for one year. In addition to his advisory role, Hambrick is president of Olivine Partners Inc., an LLC based in Arlington, TX. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Dana Perry is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2012. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Warren Waters is a CFP® professional with 28 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held prior roles at firms including Cetera Advisors, SageView Advisory Group, and First Allied Advisory Services. Outside of his advisory work, he is involved in family coaching through Blended Kingdom Families Ministries in Colleyville, TX. 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 services including financial planning, model portfolio programs, and third-party asset management, supported by extensive research resources and a broad network of over 22,800 advisors.

Joe Harris is a CFP®-certified financial advisor with Edward Jones in Ft. Worth, TX, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Derrick Reaves is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis supported by centralized due diligence and an ESG eligibility process.

Scott Abel is a financial advisor at Edward Jones in Ft Worth, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in various educational institutions. Outside of his advisory role, he works part-time as a personal trainer and is a social media influencer for a nutrition product and energy drink. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Justin Guess is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes roles at FSC Securities Corporation, LPL Financial, and CX Institutional. Outside of his advisory work, he owns and operates Circle G Agriculture, an LLC involved in farm management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes a range of tools and third-party services to construct diversified portfolios across various asset classes.

William Taylor is a financial advisor at Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 credentials with two years of industry experience. His prior roles include positions at Equitable Advisors, LLC and Bluecrest Financial Alliances/MML. He is also co-manager of Fool Creek, LLC, an oil and gas investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.