Joshua Paigen is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at JPMorgan Securities LLC for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Trevor Pennington is a financial advisor at Raymond James & Associates with a Series 66 designation. He has been with Raymond James since 2025 and previously worked in the hospitality industry, including five years at Brinker International (Chilis). 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 broad client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Matthew Valero is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior experience includes roles at Merrill and Charles Schwab, as well as positions in education at the University of Texas at Arlington and Tarrant County College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured discovery processes and advanced modeling tools.

Martin Anguiano is a financial advisor with Merrill in Fort Worth, TX. He holds a Series 66 designation and has experience working at several major financial institutions including JPMorgan Chase Bank, Bank of America, and Merrill. Prior to his finance career, he held roles in the food service industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal teams and third-party managers.

Eder Frias is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Prior to that, he worked at Lone Star Valet from 2016 to 2018. Fidelity Strategic Advisers LLC, the firm associated with his work, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of model portfolios and serving as an advisor to multiple registered investment companies.

Robby Rogers is a financial advisor with UBS Financial Services in Weatherford, TX, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Joseph Averett is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cetera in Fort Worth, TX. He has held roles at Avantax and operates Averett Financial, LLC, a firm focused on tax preparation and accounting, where he is a partner. Averett is also a partner in Canopy Wealth Strategies, providing financial and tax planning services. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

Kristin Stanley is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and UBS Financial Services. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and investment consulting through various specialized programs.

Bryan Vaughn is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2026 and previously spent 20 years at Ameriprise Financial Services. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and portfolio strategies that incorporate tax management and direct indexing.

Robert Holman is a CFP® professional with 22 years of industry experience, all spent at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he has mineral interests in energy companies based in Colorado and Texas. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Rojas is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Financial Services and Primerica Advisors since the early 1990s. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Joseph Vigil is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. His career includes six years at Edward Jones and a year at Quest Capital Strategies Inc, with earlier experience at AT&T. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines investment research and algorithmic tools to provide written recommendation reports and ongoing planning advice focused on reliable income 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.

Monte Ferguson is a CFP® certificant with 31 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Fort Worth, TX. He has worked with Cambridge since 2008 and previously held roles at First Command Brokerage Services and First Command Bank. In addition to his advisory work, he serves as an independent executor of wills and estates and is the owner of Pivotal Financial Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Brendan Betsill is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has previously worked at Cox Financial Group, HistoryMaker Homes, and Hooks Lincoln. At Cox Financial Group, he also served as a registered assistant handling client scheduling and administrative tasks. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party money manager programs.

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.

Nathan Thomas is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at several firms, including TD Ameritrade and BOKF, NA, before joining J.P. Morgan in 2017. Outside of his advisory role, he occasionally supports an eatery business co-owned with his wife. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, manager and fund searches, and customized performance reporting for institutional clients such as plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research and incorporates ESG considerations, supported by affiliates offering implementation and portfolio services.

Daniel Sanchez is a Financial Consultant I at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Planning Consultant from 2024 to 2025 and as a Relationship Manager from 2023 to 2024 within the same organization. He holds an Arkansas Insurance License. In his role, Daniel partners with clients and their families to develop personalized financial plans that align with their unique goals and values. He emphasizes building lasting relationships through trust, open communication, and ongoing support as clients' needs evolve. Outside of his professional responsibilities, Daniel has personal interests that include fitness, football, golf, music, outdoor adventures, and pets.

Karla Barker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Worth, TX. She holds a Series 66 designation and has 18 years of industry experience, including 13 years at LPL Financial and five years at Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through specialized advisory programs.

Jason Fisk is a financial advisor with Ameriprise, holding a Series 63 designation and 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.