Nicholas Olivarri is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at Merrill and Bank of America, N.A. before joining his current firm. 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 municipalities, offering tailored financial planning and consulting services through various portfolio management styles and affiliated research.

Kenshel Hills is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Primerica Advisors since 2020, following prior roles at PFSI Investments Inc. and Primerica Financial Services. In addition to his advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model-based strategies managed by unaffiliated asset managers and supports clients with trade execution and custody through Pershing.

Jay Ditty is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities and Wells Fargo Clearing. Outside of his advisory role, he serves as Senior Pastor at Silver Creek Baptist Church, where he leads weekly worship services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and a formal alternative-investment onboarding process.

Marty Eastman is a financial advisor with Edward Jones in Benbrook, TX, holding a Series 66 designation and bringing over a decade of industry experience, including 12 years at Wells Fargo. He has been with Edward Jones since 2024. Outside of advising, he owns a rental property in Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and fiduciary services. The firm is noted for its extensive advisor network and comprehensive capabilities beyond advisory offerings.

John Alves is a financial advisor at Fidelity with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, 49 Wealth Management, and Thrivent Advisor Net. Alves has also worked outside finance in various capacities, including at Planet Fitness and Maverick Fine Western Wear. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, and it employs algorithmic methods and AI in its investment process.

Andrew Engstrom is a financial advisor with Edward Jones in Fort Worth, TX. He holds the CFP® and Series 66 designations and has 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kendall Inman is a CFP® with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services Inc. Before entering the financial industry, he was affiliated with the University of Texas at Arlington. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jackson Hale is a Financial Consultant currently working with Fidelity Investments since 2024. He focuses on creating customized financial experiences for families in and around Fort Worth, providing education, resources, and guidance to support their financial goals. Jackson's professional experience includes roles at Fidelity Investments and Charles Schwab & Co. At Fidelity, he progressed from Financial Consultant I to Financial Consultant. His tenure at Charles Schwab & Co spanned from 2019 to 2024, where he served as Financial Consultant Academy participant, Investment Consultant, and Vice President-Financial Consultant. Outside of his professional work, Jackson enjoys family activities, football, hiking, parenthood, running, and skiing.

Jamie Crnkovic is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Waddell & Reed, Wells Fargo Advisors, and Edward Jones. Outside of his advisory work, he operates a business entity for tax and investment purposes, Jamie Crnkovic, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment solutions including model portfolios, third-party asset management, and institutional platforms.

Richard Baker is a Series 66 licensed financial advisor with 27 years of experience, currently with Equitable Advisors in Fort Worth, TX. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he is involved with the First Baptist Church Keller as a member of the Ministry Plan/Budget Committee and has a small entrepreneurial interest in a business called Table Toys. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm uses a range of advisory models and third-party program sponsors, providing a variety of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nicholas Workman is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he held roles at Deep Ellum Logistics Corp, where he served as president, Bell Helicopter, Tarrant County College, and Lockheed Martin. He is also a board member and campaign chair for the Ryan Family YMCA in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Paige Waldron is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has previous work experience at Raymond James & Associates, ACA Global, and DRMP. Outside of her financial advisory role, she operates a dog sitting business in her home. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating broad investment research and modeling techniques.

Wesley Roland is a financial advisor with OSAIC in Fort Worth, TX, holding a Series 66 designation and bringing 26 years of industry experience. He has been with OSAIC since 2016 and also operates Wesley A. Roland, P.C., a firm providing tax and accounting services, since 1997. Roland serves on the boards of multiple charitable foundations focused on education and community support. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients, offering a range of brokerage and advisory services. The firm employs a model-based investment approach with tools for asset allocation and portfolio optimization, and it is notable for its large scale, complex affiliate network, and private-equity ownership.

Madeline Prater is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 credential and one year of industry experience. Before joining Raymond James in 2025, she worked in various roles with the City of Southlake from 2017 to 2025 and attended the University of Oklahoma from 2013 to 2017. She is also involved in political activity with the City of Euless. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers a range of financial planning, investment consulting, and municipal advisory services.

Elizabeth Dignum is a CFP® and ChFC® with 40 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has prior experience with Commonwealth Financial Network and Texas Tech University. In addition to her advisory work, she is an author and CEO of Dignum Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to align investment strategies with client goals.

Roseann Harris is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 63 designation and 33 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports through a centralized consulting team.

Mark Mcleland is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing four decades of experience to his role. He is part of an eight-person team focused on building strong client relationships and helping clients make informed financial decisions. Mark's expertise encompasses college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Over his career, he has been recognized with the David Brady Community Service Award in 2020 and has been named to Forbes' "Best-in-State Wealth Advisors" list for nine consecutive years through 2026, as well as to Forbes' "Best-in-State Wealth Management Teams" in 2026. He holds a Bachelor's Degree from Baylor University and has earned multiple professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark is involved in his community through participation in the Investment Committee of the American Hospital Association and has served on various boards and organizations, including the Fort Worth Academy, Bridge Emergency Youth Services, the Fort Worth Stock Show Syndicate, the National Multiple Sclerosis Society, and The Gladney Center. His personal interests include golfing, reading, and traveling.

William Ryan is a CFP® with 24 years of industry experience, currently advising at Robert W. Baird & Co. since 2011. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Ryan serves on the board of Casas por Cristo, where he is involved in operational oversight and fundraising to support short-term mission trips. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax management and customized fee arrangements, supported by internal research and ongoing manager oversight.

Emily Silva is a Financial Consultant at Fidelity Investments, where she has been working since 2012 in various roles. Her experience at Fidelity includes positions as a Brokerage Services professional, Financial Representative, Relationship Manager, Senior Relationship Manager, Planning Consultant, and currently Financial Consultant. As a CERTIFIED FINANCIAL PLANNER™, Emily collaborates with individuals and families to develop tailored financial plans aimed at delivering peace of mind. She focuses on educating clients about their options to support impactful financial decisions and emphasizes partnerships in her client relationships. Emily is an alumna of Texas Christian University (TCU) and considers Fort Worth her home.

Daniel Riecker is a CFP® with 12 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior experience includes roles at Fidelity Investments and Waddell & Reed. Riecker operates out of Fort Worth, TX. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management options.