John Aughinbaugh is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been associated with J.P. Morgan Securities since 2009 and is also involved with Cowtown Capital I, LLC. Aughinbaugh serves on several nonprofit boards, including FWSSS Scholarships, Inc., Baylor Scott & White All Saints Health Foundation, Southwestern Exposition & Livestock Show, and the University of North Texas Health Science Center Foundation, contributing to scholarship funding, health care support, and community initiatives. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Kurt Kerrigan is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2003. In addition to his advisory role, Kerrigan is a CPA who prepares tax returns and is also a public notary. 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 services including financial planning, wrap and model portfolio programs, and institutional platforms, utilizing various investment strategies supported by research and advisor tools.

Patrick Bowler is a financial advisor at UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at TD Ameritrade, Thrivent Advisor Network DBA 49 Financial, Ben E. Keith, and Texas Christian University. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including fee-based financial planning, portfolio management, and capital markets activities.

Paul Conley is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 65 and Series 63 licenses and possessing two years of industry experience. His prior work includes roles with YMCA, PFS Investments Inc., Primerica Financial Services, the Texas Department of Transportation, New Beginnings International Church, and a 20-year career in the United States Navy. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors who implement model-driven investment strategies across various approaches, including recently added cryptocurrency ETF allocations.

Bradley Scott is a CFA® charterholder and holds the Series 66 designation, with 25 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2015, following six years at Hilltop Securities Inc. and eight years at Citigroup Global Markets. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive advisor-facing tools and a large network of investment adviser representatives.

Richard Petty is a CFP® and holds a Series 66 license with 13 years of industry experience. He currently works at Morgan Stanley in Fort Worth, Texas, having previously spent 12 years at RBC Capital Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that combine broad retail and institutional offerings with specialized advisory capabilities.

William Schoen is a CFP® with 22 years of experience in the financial industry. He has worked at JPMorgan Chase Bank, NA since 2004 and has been with J.P. Morgan Securities since 2012. He is based in Fort Worth, TX and holds the Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with additional market-facing registrations and functions.

Blake Mistler is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at LPL Financial and Hudson Valley Credit Union. 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 institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Tania Hossain is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2013. Outside of her advisory role, she serves as treasurer for the Yaatim Foundation, where she manages cash flow and reconciles bank statements. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Jackson Mellina is a Series 66-licensed financial advisor at Equitable Advisors in Fort Worth, TX, with four years of industry experience. His prior roles include positions at Charis Resources and Mellina Animal Hospital. Equitable Advisors serves a diverse client base, including individual, institutional, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of third-party and proprietary investment models and provides ERISA fiduciary services through a network of Investment Adviser Representatives.

Kristin Hartwell is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Hartwell also had a role with the Tarrant County Democratic Party in 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Clifton is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding a Series 63 designation and 42 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2014 and has operated Clifton Capital Partners, Inc. since 1998. Outside of financial advising, he serves as chairman of the board for Texas Family Musicals, a nonprofit organization, and is involved in several automotive businesses focused on buying, restoring, and selling collector cars. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through independent Financial Professionals. The firm offers a range of financial planning, investment management, and retirement advisory services using both proprietary and unaffiliated model strategies across multiple platform arrangements.

Victoria Shankle is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of her advisory role, she works as a Lyft driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Diego Hernandez is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation. He has been with J.P. Morgan Securities and affiliated entities since 2024, following experience at Luther King Capital Management and completing his studies at Texas Christian University - Neeley School of Business. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Patrick Browning is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and previously worked at BIOS Partners, Steelhead Capital Management, and Deloitte Consulting LLP. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kera Marconi is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. She has previously worked at J.P. Morgan Securities LLC, Charles Schwab, Fidelity Investments, Bank of America, and other financial firms. 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 utilizes research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Aaron Dyer is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he spent 16 years at LaSalle St. Investment Advisors and Lasalle St. Securities, and two years at Kestra Investment Services. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Matthew Sims is a Series 66 licensed financial advisor with Fidelity in Fort Worth, TX, and has one year of industry experience. His prior roles include positions at The Exercise Coach Southlake, Trinity Real Estate Investment Services, and J.Crew. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base, including registered investment companies and charitable fund accounts, and utilizes systematic methodologies with oversight of affiliated sub-advisers.

Michael King Jr is a financial advisor with RBC Capital Markets based in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to each client's risk profile. The firm utilizes both in-house and third-party investment managers and provides integrated capital markets capabilities.

Dwayne Hawkins is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 10 years. Outside of his advisory role, he has ownership interests in several investment-related ventures. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.