Scott Marburger is a Series 66-registered financial advisor with Edward Jones in Mansfield, TX, where he has worked since 2011. He has 14 years of industry experience and also has a background with Mortgage Service Solutions starting in 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers various discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Mohammed Ahmed is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent six years with Signet Jewelers - Jared Division. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cass Jenkins serves as Sales Manager and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2002 and has held the Sales Manager position for the Fort Worth Market since September 2015. He holds licenses as a Life and Health Insurance Agent in Texas and maintains Series 7, 9, 10, 63, and 66 FINRA registrations. Mr. Jenkins launched his professional career following his graduation from Texas Christian University with a Bachelor of Science degree in 1992. Prior to joining Merrill Lynch, he spent seven years in law enforcement. He is also a graduate of Paschal High School and Weatherford College. Cass has earned the Certified Private Wealth Advisor® designation awarded by the Investments & Wealth Institute™ in collaboration with The University of Chicago Booth School of Business, and holds other professional credentials including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Drawing on his diverse background, Cass assists clients in clarifying their risk tolerance and focusing on their financial objectives. He helps design and administer customized financial programs that align with clients' personal values and commitments. His approach employs statistical models and tailored strategies to balance financial risks and expected returns, with ongoing reviews to keep plans aligned with clients’ changing circumstances. Born and raised in Fort Worth, Cass resides there with his wife Jeanne and their combined family of four daughters. He actively volunteers in the community and pursues personal interests such as fishing, football, golfing, traveling, and spending time with family.

Justin Reyes is a Series 66 licensed financial advisor with Merrill in Arlington, TX, bringing 12 years of industry experience. He has been with Merrill and Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal teams and third-party managers.

John Barret is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2012, he applies a team-based approach to assist professionals in understanding the role of wealth management early in their careers. His focus includes managing new wealth, personal retirement planning, portfolio management services, and retirement income. John works closely with clients to identify their goals, offering direction and clarity to support their financial futures. His approach emphasizes a systematic and disciplined wealth management process, leveraging both his expertise and a team of specialists experienced in credit and lending as well as trust and estate planning strategies. John prioritizes educating clients about relevant economic and financial market conditions and conducts regular reviews to ensure clients' strategies remain aligned with their evolving goals and circumstances. John earned a bachelor's degree in finance from Texas Tech University in Lubbock and an associate's degree or college diploma from Kanakuk Institute. He holds the Certified Private Wealth Advisor® (CPWA®) and Personal Investment Advisor (PIA) designations. John resides in Aledo, Texas, with his wife Ashley and their three children. Outside of work, he enjoys playing golf, hunting, fishing, and spending time at his family’s ranch.

Mitchell Nelson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he contributes to client service, relationship management, and investment goal achievement as part of the Ryan & Associates team. He specializes in education planning, family wealth management strategies, defined benefit and contribution plan services, retirement planning, philanthropic planning, and portfolio management. He holds the Series 7 and 66 FINRA registrations, as well as the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Mitchell earned a Bachelor's degree in Communications from Colorado State University in 2009. Prior to joining Merrill in June 2015, he served five years as an artillery officer in the United States Marine Corps. His military experience has influenced his approach to client care and leadership. Mitchell also has a background in retail and automotive industries, where he developed management skills and client relationships. Outside of his professional responsibilities, Mitchell is involved in supporting youth sports and serves on local boards focused on youth development. He resides in Brock with his wife Laura and their two sons, Jaxon and Hayes. His personal interests include camping, fishing, football, golfing, hunting, ice hockey, soccer, and spending time with his family.

Kaden Millard is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise, he worked at 49 Financial and has experience outside finance, including two years at Mamaka Bowls. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, customized recommendations through a centralized consulting team.

Scott Nordblom is a financial advisor with Primerica Advisors in Burleson, TX, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and receives income from a gas and mineral lease on his personal residence. 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, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

Brandy Monasco is a financial advisor with J.P. Morgan Securities LLC in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of her advisory role, she operates a content creation business on TikTok and YouTube, where she shares videos of her animals and DIY projects. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Heidi Knight is a CFP® with 31 years of industry experience. She is currently with LPL Financial and has previously worked at Osaic Wealth, Inc. and Royal Alliance Associates, INC. Knight also operates several investment-related businesses, including tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by model portfolios and research.

Mark Simmons is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has been affiliated with LPL Financial since 2024. Outside of his advisory role, Simmons serves as a Worship Minister at the Burleson Church of Christ, where he has been involved since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Randel Rix is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at D.R. Horton for six years and GM Financial for three years. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a large national network of advisors and branch offices.

Nathan Carpenter is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2011. He is based in Fort Worth, 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Kornman is a financial advisor with Edward Jones in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

Eric Blevins is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he works with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. He specializes in areas including general investing, retirement planning, and saving for unexpected expenses. Eric offers ongoing advice and guidance, facilitating access to additional banking, credit, home financing, and small business solutions through Bank of America specialists as needed. Eric holds a Bachelor's Degree from Abilene Christian University and holds the Personal Investment Advisor (PIA) designation.

Andrew Waldson is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Strategic Advisers, Inc and Fidelity Brokerage Services, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kerry Davies is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 1996. 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 individuals, high-net-worth clients, and institutional investors.

Mary Brammer is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds the Series 63 and Series 66 credentials and previously worked at Bank of America and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Jacob Mallison is a Wealth Management Advisor at Merrill Lynch Wealth Management. He and his team provide a full range of wealth management services to corporate executives and their families, leveraging the global resources of Merrill to deliver personalized financial strategies. Since joining Merrill in 2017, Jacob has accumulated five years of experience in the financial services industry. He specializes in corporate benefit programs, including equity compensation, defined benefit plans, defined contribution plans, and nonqualified deferred compensation plans. Jacob assists corporate executives in integrating their corporate benefits into long-term financial approaches, with expertise in stock option strategy, executive compensation, and concentrated stock management. Jacob holds a Bachelor's Degree from the Texas AandM University System and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is involved in professional organizations such as the Corps of Cadets Association, the Real Estate Council of Greater Fort Worth, and the Ross Volunteer Association. Outside of his professional commitments, Jacob engages in community involvement through Paradox Church and enjoys personal interests including camping, football, running, traveling, and volleyball.

Rodger Jackson Jr. is a financial advisor at Edward Jones in Arlington, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. He worked at Fidelity Investments Institutional Services for nine years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.