Matthew Sims is a Series 66 licensed financial advisor with Fidelity in Fort Worth, TX, and has one year of industry experience. His prior roles include positions at The Exercise Coach Southlake, Trinity Real Estate Investment Services, and J.Crew. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base, including registered investment companies and charitable fund accounts, and utilizes systematic methodologies with oversight of affiliated sub-advisers.

Michael King Jr is a financial advisor with RBC Capital Markets based in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to each client's risk profile. The firm utilizes both in-house and third-party investment managers and provides integrated capital markets capabilities.

Brian Payne is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. His prior roles include positions at Ameriprise Financial Services and UBS Financial Services. Outside of his advisory work, he is involved in a rental property business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, operating at a large scale with over 14,000 advisors and approximately $671 billion in assets under management.

Judy Benyshek is a financial advisor at Raymond James Financial with 11 years of industry experience. She previously worked at Edward Jones for nine years before joining Raymond James in 2023. Benyshek also operates Judy Benyshek LLC, a support company used for business operations and tax reporting. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs for municipal finance and employer-sponsored retirement plans.

Myranda Crawford is a financial advisor at Edward Jones with one year of industry experience. She previously worked for ten years at Mason Joseph LLC. Outside of her advisory role, she owns Crawford Creek Quails, an agricultural business that raises and sells bobwhite quail to ranches and hunting operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices nationwide.

Bernard Havey is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for eight years and at CVSHealth for eleven years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach involves a centralized team and proprietary tools to deliver customized recommendations within a defined investment framework.

Cody Hambrick is a financial advisor at Edward Jones in Fort Worth, TX, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Meagan Laux is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding a Series 66 designation and 6 years of industry experience. She has been with RBC Capital Markets since 2015 and has concurrently worked as an independent consultant for Mary Kay, focusing on cosmetic sales. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with tailored investment strategies and integrated portfolio management solutions.

Joseph Monty is a CFA® charterholder with 14 years of industry experience. He is currently with Morgan Stanley, having previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. He serves on the Board of Directors for First Tee – Fort Worth, a nonprofit organization, and participates in its Development and Finance Committees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by advanced modeling tools.

Whitney Welch is a Series 66 licensed financial advisor at Robert Baird & Co. with eight years of industry experience, including one year at Temple Days prior to joining Baird. She serves as a board member of the Benbrook Elementary School PTA. The DDK Group at Baird’s Private Wealth Management department serves individuals, corporate and business clients, as well as pensions and charitable organizations, offering a range of financial planning, portfolio management, and brokerage services supported by internal research and ongoing manager oversight.

Nathan Carpenter is a financial advisor at Merrill with Series 63 and Series 65 credentials and 54 years of industry experience. His career includes long-term roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and Merrill, spanning over five decades. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies created by internal and third-party managers.

Ray Steward is a CFP® professional at Cambridge Investment Research Advisors with 37 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2014 and has been with Penn Mutual Life Insurance Company since 2002. Outside of his advisory role, he operates as an independent insurance agent through his own firm. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple platform options, including proprietary model strategies, and supports both discretionary and non-discretionary management.

Dennis Venn is a financial advisor with OSAIC in Fort Worth, TX, holding 43 years of industry experience. Prior to joining OSAIC in 2025, he spent 26 years at Lincoln Financial Advisors Corporation. Outside of his advisory work, he performs as a drummer. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization supported by various financial planning and investment management programs.

Anna Malone is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cetera and Southside Bank. Her work includes a role as an associate at Southside Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools for non-discretionary planning and supports its clients through advisory programs and institutional consulting.

Michael Mallory is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at JPMorgan Chase Bank and JPMorgan Securities from 2016 to 2021 before joining Morgan Stanley in 2021. Outside of his advisory role, he serves as a trustee related to a rental property venture. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of retail and institutional investment solutions.

Ryan Merkel is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with 11 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014 and is currently affiliated with Bank of America, N.A. since 2019. Outside of his advisory role, Merkel is managing member and general partner of Even Eye Enterprises, LLC, a company that creates and sells children's toys, and he is also involved in creating and selling art and written works. 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 individual, high-net-worth, pension, corporate, and charitable clients.

Donald Schneider is a financial advisor at Edward Jones with 25 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Edward Jones since 2008. Outside of advising, he has been involved in a weekend furniture retail business and also worked as a limousine driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services through a large nationwide network of advisors and branch offices.

Jerry Walker is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at FSC Securities Corporation and operated his own CPA firm. Outside of his advisory role, he is a trustee of Beulah Baptist Church and is involved in managing software development companies focused on practice management solutions for CPAs. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers both brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by a complex network of affiliated broker-dealer, asset management, and other financial service entities.

Catherine McGrath is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird since 2019, following prior roles at Wells Fargo Clearing Services LLC and UBS Financial Services. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and strategic partnerships.

Ryan Walton is a financial advisor with LPL Financial who holds a Series 66 designation and has 26 years of industry experience. His prior work includes roles at Cetera, Walton Lourcey Wealth Advisors, Ameriprise Financial Services, Advisor Resource Council, First Western Securities, and VOYA Financial Advisors. 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 portfolio programs, third-party asset management, and institutional platforms.