Karol Ulloa is a financial advisor at Merrill in Fort Worth, TX, with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC. Merrill, in partnership with 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.

Joseph Averett is a financial advisor with Cetera in Fort Worth, TX, holding a CFP® designation and Series 63 and 66 licenses, with 13 years of industry experience. He previously worked with Avantax Advisory Services and operates Averett Financial, LLC, a tax preparation and accounting firm. Averett is also a partner at Canopy Wealth Strategies, providing financial planning and tax planning services. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, employer-sponsored, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services across multiple program structures and investment options, managing over $256 billion in assets with more than 10,000 advisors.

Robert Holman is a CFP®-designated financial advisor with Edward Jones in Ft Worth, TX, where he has worked since 2004. He has 21 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he has mineral interests associated with entities including BKV North Texas, Vantage Energy, and XTO Energy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Wouter Stokman is a financial advisor with Ameriprise in Mansfield, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at Edward Jones for seven years and Capital One Investing for two years before joining Ameriprise in 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual reviews, emphasizing dependable income sources and tax-aware withdrawal strategies.

Charles Peyton is a financial advisor with Edward Jones in Cedar Hill, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves as a board member for the Midlothian Chamber of Commerce and as secretary for the Midlothian Development Authority, both nonprofit organizations. 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 strategies and affiliated investment products, operating under a fiduciary standard.

Andrew Norton is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2011. Prior to his current roles, he was affiliated with Lincoln Wilson Gallery for nine years. J.P. Morgan Securities 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Randy Mickey is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he partners with clients to develop and implement comprehensive financial strategies tailored to their individual goals, timelines, and risk profiles. His work involves providing guidance on investment strategies to support clients' long-term financial success. Randy has extensive experience within Fidelity Investments, having served in various roles including Relationship Manager, Investment Solutions Representative, Help Desk in Client Services, High Net Worth Associate, and Customer Relationship Advocate since 2017. Prior to joining Fidelity, he worked in the insurance and financial services industry in roles such as Retirement Specialist, Insurance Agent, Regional Claims Director, and Claims Adjuster among others. Outside of his professional career, Randy enjoys golf and traveling.

Kevin Gravley is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 credential and 12 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for five years before joining Ameriprise in 2020. Gravley is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a collaborative, non-discretionary process focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Peveto is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2011. He is based in Fort Worth, TX, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing a family-owned ranch operation and serves as a trustee for his parents' investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients having the option to implement recommendations through various brokerage or advisory programs.

Rodrick Logan is a financial advisor with Primerica Advisors in Duncanville, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1997. In addition to advisory work, he owns Logan GCT Enterprises LLC, an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Steven Kleiber is a CFP® and PFS™ with 25 years of experience in financial advising. He is currently with Cetera and has held prior roles at Avantax Investment Services and 1ST Global Advisors among others. Kleiber is also a member manager of Kleiber and Associates CPAs PLLC, a tax and accounting firm, and serves on the fundraising committee for the Helmcamp Memorial Scholarship through the Cleburne Education Foundation. Additionally, he is the treasurer of the Arlington Rotary Foundation, which awards scholarships to high school seniors. 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 various portfolio management and financial planning services, including access to multiple third-party managers and model portfolios, managing over $256 billion in assets with more than 10,000 advisors.

Jon Wych is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at Nations Financial Group, Inc., Merrill, and A. G. Edwards & Sons, Inc. He also serves as a notary in Arlington, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a wide range of financial planning and investment management solutions through a large network of advisors.

Yair Garcia is a Financial Advisor at Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. His services range from general investing and retirement planning to preparing for unexpected expenses, with access to additional resources through Bank of America specialists. Garcia's approach involves one-on-one collaboration to define client goals and select portfolio strategies that align with those objectives. He provides ongoing advice to adapt financial plans as clients' circumstances evolve. He holds the Personal Investment Advisor (PIA) professional designation and earned a High School Diploma from Eastern Hills High School. Garcia communicates effectively in both English and Spanish. Outside of his professional responsibilities, Garcia enjoys activities such as camping, cooking, fishing, football, hiking, hunting, pickleball, racquetball, softball, and traveling.

Nita Wallace is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of her advisory role, she receives compensation for referrals related to home security and automation products and holds oil and gas mineral rights. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Karla Barker is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at Edward Jones for five years before joining LPL Financial in 2013. 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 wide range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

John Glover is a financial advisor at Edward Jones in Grand Prairie, TX, holding a Series 66 designation with two years of industry experience. Prior to his current role, he spent several years working in dental practice management, including positions at J. Michael Glover Dentistry, Bond Family Dentistry, and Glover and Braunlin Family Dentistry. He has also been involved with the Southern Baptists of Texas Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices, catering to both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations.

Quinton Kimball is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise since 2022 and previously held roles at Actum Wealth Advisors LLC, GENEOS WEALTH MANAGEMENT Inc, and Advanced Financial Planning. Kimball also owns and manages Actum Wealth Advisors, where he provides financial advice focused on retirement planning and investment management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized Recommendation Reports delivered in partnership with its financial advisors.

Myra Slaybaugh is a CFP® and ChFC® with 20 years of experience in financial services. She currently works at Cambridge Investment Research Advisors and has held prior roles at Lincoln Financial Securities Corporation and First Command Financial Services. Outside of her advisory work, she serves as a board member for RESCU. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals who tailor strategies to client goals using a range of portfolio management approaches.

Matthew Beavers is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. Based in Fort Worth, TX, he has been with Raymond James & Associates since 2018. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Roger Boone is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2003 and was previously with Waddell & Reed from 1995 to 2003. Boone is also involved with Texas Private Wealth Advisors, an investment-related business associated with his LPL activities. 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, supported by a large network of investment adviser representatives.