David Daly is a financial advisor at Edward Jones in Arlington, TX, with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to joining the firm, he was co-owner of Triangle Payment Systems, a merchant services business, from 2006 until its closure in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Suryakant Desai is a CFP® professional with 36 years of experience in the financial industry. He is currently with Cetera, where he has worked since 2025, including Cetera Wealth Services, LLC. His background also includes roles at Avantax Investment Services and entrepreneurial activity as a CPA through S.T. Desai, CPA. He has been involved with Cedar Valley College for several decades. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Casey Carlisle is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at QuikTrip Corp for eight years. Casey holds the Series 66 designation. 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 supported by a large network of financial advisors and branch offices nationwide.

Debra Freiheit is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its related entities since 2011. Outside of her advisory role, she owns a tax preparation business, co-owns a consulting company, and serves on the boards of Theatre Arlington and Lucky Tax Solutions Inc. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, emphasizing managed accounts and algorithmic support in its advisory process.

Michael Allen is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2016. 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 and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alondra Fuentes is a financial advisor with J.P. Morgan Securities in Grand Prairie, TX, holding a Series 66 designation and two years of industry experience. She previously worked at Merrill and Bank of America for ten years. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Richard Cather is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in investment management for executives, professionals, and business owners, providing personalized consultation to clients who may lack the time or resources to manage their own investments. Richard’s approach begins with establishing clear financial objectives, such as planning for a secure retirement, followed by developing strategies that consider risk and time frame. He recommends investments for client approval and oversees ongoing portfolio review and adjustments as needed. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Texas Christian University. In addition to his professional responsibilities, Richard is engaged in community service, reflecting the Merrill tradition of volunteering and participating in local organizations.

William Ryan is a financial advisor at Merrill Lynch Wealth Management, holding the position of FSA. He serves clients as a Personal Investment Advisor (PIA), focusing on developing strategies to help individuals and families pursue their financial goals. William's approach centers on understanding what matters most to his clients to tailor financial plans accordingly. He earned his Bachelor's Degree from the Texas AandM University System. William's work at Merrill Lynch Wealth Management involves applying his expertise to provide personalized investment advice and wealth management solutions.

Richard Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the designations ChFC® and PFS™ and bringing 30 years of industry experience. He has worked at Raymond James since 2013 and has also served as CEO of R. Barry Johnson & Company PC, an accounting and CPA firm, since 1990. In addition to his advisory role, he manages client relations and service at his accounting firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and investment consulting using various analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Michael Smith is a financial advisor with LPL Financial in Burleson, TX, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Woodbury Financial Services, Edward Jones, and Questar Capital Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered primarily through its network of investment adviser representatives.

John Storer is a financial advisor at Merrill with a Series 66 credential. He has held positions at multiple firms including Northwestern Mutual and Bank of America. He has also worked in educational environments at Texas Christian University and secondary schools. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Esmeralda Limon is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. She is currently based in Dallas, TX. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Linville is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC offers investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which includes asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Tanner Lemaster is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Cetera and previously worked with Avantax Advisory Services, First Command Advisory Services, and LPL Financial. He is a partner and owner of Canopy Wealth Strategies, a financial planning business operating through Avantax. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered by over 10,000 advisors nationwide.

Christopher Beavers is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 license and 16 years of industry experience. He previously worked at Bank of America and Merrill for 11 years. Outside of his advisory role, he co-owns and authors a finance book titled *The ABC of Finance* with his wife. Raymond James & Associates is a large firm serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing various portfolio management styles supported by extensive research and affiliated sub-advisers.

Francisco Zapata Fernandez is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and two years of industry experience. His prior roles include positions at Citizens Securities Inc. and Bank of America N.A./Merrill Lynch. 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 affiliated brokerage and investment management capabilities.

Tristan Montgomery is a Financial Advisor at Merrill Lynch Wealth Management. He began his career in banking with JPMorgan Chase in 2008 and transitioned to wealth management in 2016, where he works closely with Michael Hasbach. His responsibilities include handling new account openings, managing client service requests, and connecting clients with other partners within Merrill for services such as lending and banking. Tristan holds the Personal Investment Advisor (PIA) designation. Tristan earned a bachelor's degree in Economics from Michigan State University. Originally from Detroit, Michigan, he relocated to Texas shortly after graduation and currently resides in Fort Worth with his wife and five children. His client focus areas include education planning, family wealth management strategies, liquidity management, retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Tristan enjoys spending time with his family, attending children's sporting events, participating in church activities, exploring new restaurants, and traveling. His personal interests also include basketball, bowling, football, pickleball, reading, table tennis, tennis, and watching movies. He applies a family-focused philosophy to his client relationships, aiming to help clients pursue their financial goals and live life to the fullest.

Mark Fitz Gibbon is a Series 66 registered advisor with Edward Jones in Burleson, TX, where he has worked since 2018. He has eight years of industry experience, including prior service in the US Army and Texas Army National Guard from 2013 to 2021. Outside of advisory work, he owns and manages a real estate rental business in Fort Worth, TX. 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, 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 nationwide.

Sterling Piepgrass is a financial advisor at Cetera with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Avantax Insurance Agency, Avantax Investment Services, and operates a CPA practice specializing in accounting and tax services. He serves as Treasurer on the Board of Directors for the Mayfield Condo Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting discretionary and non-discretionary strategies across a range of program structures.

Michael Hasbach is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their individual goals, utilizing investment insights from Merrill along with banking and lending solutions from Bank of America. Michael holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Saint Mary's University of San Antonio. He is committed to participating in his local community through volunteer activities, reflecting the longstanding Merrill tradition of community involvement.