Kurt Kerrigan is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2003. In addition to his advisory role, Kerrigan is a CPA who prepares tax returns and is also a public notary. 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 services including financial planning, wrap and model portfolio programs, and institutional platforms, utilizing various investment strategies supported by research and advisor tools.

Paul Conley is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 65 and Series 63 licenses and having two years of industry experience. His background includes service in the United States Navy for 20 years and roles at the Texas Department of Transportation and YMCA. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and supports accounts through BNY Mellon Advisors and Pershing.

Richard Petty is a CFP® and holds a Series 66 license with 13 years of industry experience. He currently works at Morgan Stanley in Fort Worth, Texas, having previously spent 12 years at RBC Capital Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that combine broad retail and institutional offerings with specialized advisory capabilities.

Gregory Clifton is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding a Series 63 designation and over 40 years of industry experience. He has been with Cambridge since 2014 and has operated his own business, Clifton Capital Partners, Inc., since 1998. Outside of advising, he serves as chairman of the board for Texas Family Musicals, a nonprofit organization, and is involved in several automotive-related businesses focused on buying, restoring, and selling collector cars. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides both discretionary and non-discretionary management through various platforms and proprietary model strategies under the Founders Gate Capital brand.

Victoria Shankle is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of her advisory role, she works as a Lyft driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Aaron Dyer is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he spent 16 years at LaSalle St. Investment Advisors and Lasalle St. Securities, and two years at Kestra Investment Services. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

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.

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.

Holly Harsh is a financial advisor at LPL Financial with the Series 66 designation and two years of industry experience. She has held roles at LPL Financial since 2022 and is also involved with Aspen Custom Homes, LLC. Additionally, Harsh serves on the board of a homeowners' association in Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including third-party asset management access and institutional platforms, supported by technology tools for operational and research purposes.

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.

Alexandria Hughes is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked with Equitable Advisors since 2016 and was affiliated with Axa Advisors from 2016 to 2020. Outside of advising, she has activities as a property owner. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset management programs through a broad network of investment adviser representatives and third-party managers.

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.

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.

Marcos Andujar is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at firms including Securities America Advisors, Arbor Point Advisors, and OSAIC. He is also the owner of Clarity Financial Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Gary Willson is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor entity, Axa Advisors, since 1999. Outside of his advisory role, Willson serves as a board member and deacon at Broadway Baptist Church and is an ordained minister performing weddings, funerals, and other ministerial functions. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.