Nechemia Proter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Cetera and its affiliates since 2013 and is involved in various outside businesses, including ownership and management roles in insurance agencies and risk management consulting, as well as trustee responsibilities for employee benefit programs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options, including both discretionary and non-discretionary portfolio management, and manages over $256 billion in assets through a network of more than 10,000 advisors.

Albin Zrile is a financial advisor with J.P. Morgan Securities in Midlothian, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at various J.P. Morgan entities since 2005. Outside of his advisory role, he is a property owner involved as a landlord. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

James Watkins Jr. is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory work, he is the owner of Drecon LLC. Primerica Advisors manages 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 operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations supported by third-party asset managers.

Hal Hinckley Jr. is a Series 66-credentialed financial advisor with 24 years of industry experience. He has been with Edward Jones in Ft Worth, TX since 2013. 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 nationwide network of more than 23,700 advisors.

Randy Miranda is a financial advisor with Merrill in Fort Worth, TX, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His prior work includes roles at Truist Bank and Bank of America, N.A. He is a general partner and managing member of RC Miranda Investments LLC, a business intended to open a small event center that was never launched. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Guy Rodgers is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Edward Jones. He is also licensed to practice law. 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, utilizing both proprietary and third-party investment strategies across various account types.

Joseph Toye is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Before joining LPL Financial in 2024, he worked for Enhabit Home Health and was self-employed. He continues to maintain an affiliation with Enhabit Home Health and Hospice outside of his advisory role. 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.

Vijeran Zrile is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2014. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan Arrington is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, as well as over a decade of service with the Fort Worth Independent School District. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, utilizing a centralized consulting team to provide non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-smart withdrawal strategies.

David Cubbage is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2009, accumulating 16 years of industry experience. Based in Pantego, TX, he also has involvement with United Production Partners related to mineral royalties. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering a variety of investment strategies and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Stephanie Reese is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked at Equity Trust Company and co-managed GO! Dance & Gymnastics Studios and GO! Academy. Outside of her advisory role, she serves as Vice-President of The Reese Corporation, assisting with monthly bill payments, account reconciliation, and tax preparation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charities. The firm offers a range of investment advisory strategies and operates a nationwide network of advisors and branches, providing services under a fiduciary standard.

Giovanni Blanchette is a financial advisor with LPL Financial based in Fort Worth, TX. He holds a Series 66 designation and has one year of industry experience. Prior to his current roles, he was a full-time student for 12 years. 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 provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a range of advisory and brokerage services.

James Pappas is a Series 66 registered advisor with J.P. Morgan Securities and has five years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2021, and previously held roles at Thrivent Financial and JPMorgan Chase and Co. He also has experience outside of finance, including work at Emler Swim School and The Mix Cafe. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Warren Waters is a CFP® professional with 28 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held prior roles at firms including Cetera Advisors, SageView Advisory Group, and First Allied Advisory Services. Outside of his advisory work, he is involved in family coaching through Blended Kingdom Families Ministries in Colleyville, TX. 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 range of services including financial planning, model portfolio programs, and third-party asset management, supported by extensive research resources and a broad network of over 22,800 advisors.

Joe Harris is a CFP®-certified financial advisor with Edward Jones in Ft. Worth, TX, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Quyen Cao is a financial advisor with J.P. Morgan Securities in Grand Prairie, TX, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, Cao worked at Bank of America/Merrill Lynch for six years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s investment approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework for recommending strategies.

Derrick Reaves is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis supported by centralized due diligence and an ESG eligibility process.

Richard Kelly II is a financial advisor with Edward Jones in Mansfield, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a partner in a rental property business. 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 wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Nathaniel Sizer is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers its services on a non-discretionary basis.

Charles White is a financial advisor with Osaic Wealth, Inc. in Arlington, TX. He holds the ChFC® and Series 63 designations and has 49 years of industry experience, primarily with Lincoln Financial Advisors Corporation before joining Osaic in 2025. In addition to his advisory role, he is an insurance agent offering fixed insurance products, including annuities and various types of life and health insurance. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, employing various portfolio construction tools and offering access to multiple investment platforms and third-party money managers.