Pierre Beasley is a Series 66–licensed advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he held roles at RSM US LLP and worked at Dallas Baptist University. He has also worked for Uber/UberEats and Topgolf. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management services. The firm utilizes a variety of third-party advisory programs and fiduciary tools, providing access to mutual funds, ETFs, separately managed accounts, and alternative investments.

Dewey Isom is a financial advisor at Raymond James & Associates with 40 years of industry experience. He has been with Raymond James since 2003 and holds a Series 63 designation. 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.

Travis Kirby is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for nine years. Kirby has a background in law enforcement, having served with the Mart Police Department for six years, and has been affiliated with the University of Texas - Permian Basin for 14 years. 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 municipal advisory services.

Addison Conley is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked for the City of Fort Worth and the North Texas Community Foundation. 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, pension plans, and charitable organizations, offering financial planning, consulting, and institutional advisory services.

Matthew Rodger is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in Education Planning, Small Business Strategies, and supporting clients in the Sports & Entertainment sectors. He focuses on assisting professionals undergoing job transitions, providing guidance on retirement assets, benefits, employer stock, and long-term financial plans. He holds a Bachelor's Degree from Texas Tech University System, where he was President of Sigma Alpha Epsilon. Matthew holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). His expertise covers 401(k) rollover evaluations, IRA planning, retirement income strategies, concentrated stock position planning, benefits analysis, and comprehensive wealth management. Outside of his professional work, Matthew participates in the Mira Vista Country Club community. He is personally interested in activities such as camping, dancing, golfing, hunting, music, and skiing.

Zachary Scott is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with various divisions of Raymond James since 2002. Outside of his advisory role, he owns and manages ZCS Wealth Management, where he serves as branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting, supported by advanced analytical tools, and maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Nicolas Perez III is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with nine years of industry experience. He has worked at Merrill and Bank of America since 2018 and spent one year at Edward Jones prior to that. Before entering finance, he worked in the television industry. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm supports strategic asset allocation and tax-aware investment options as part of its portfolio management approach.

Jake Skiles is a financial advisor with Edward Jones in Ft Worth, TX, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade Investment Management. Outside of his advisory work, he is an owner of a rental property managed by a third party. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Justin Gentry is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and beginning his advisory career in 2026. He previously served 22 years in the United States Air Force and is involved in entrepreneurial ventures including ownership of OnPoint Handyman Services LLC and OnPoint Cleaning Services LLC, as well as work as a home inspector with Overwatch Property Solutions. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations, utilizing a network of Investment Adviser Representatives and both proprietary and third-party investment programs.

Charles Snow is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2013. Outside of his advisory role, he owns and operates Snow Tax Consulting, providing accounting services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and utilizes multiple platforms and proprietary model strategies.

Marshall Humphrey is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Albert Pattillo III is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he served in various roles within the U.S. Army, including the 2nd Battalion of the 11th, 35th, and 47th Infantry Regiments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Thomas Hubbell is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Kestra Advisory Services, Advisor Resource Council, LPL Financial, Ameriprise, and Edward Jones. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals.

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.

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.

Sara Altom is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation. She has one year of industry experience and previously worked at Amerilife and in public school districts. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a variety of advisory programs and third-party managers, focusing on personalized client risk assessments and portfolio solutions.

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.

Eva Amaya is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to her current role, she held various positions in the food service and insurance industries and worked at the University of Texas at Arlington. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory models and third-party programs to tailor solutions based on client risk tolerance and personal information.

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.