Catherine Coleman is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Robert W. Baird & Co., Incorporated since 2018, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of her advisory work, she serves as Treasurer and Board Member for the Moms of Minerva chapter of Sigma Alpha Epsilon in Fort Worth, TX. She is part of The DDK Group at Robert W. Baird & Co., a team within the Private Wealth Management department that serves individuals, corporate and business clients, pension plans, and charitable organizations. Baird offers a range of financial planning, portfolio management, and brokerage services, supported by manager selection, internal research, and the use of advanced tools including artificial intelligence.

Gregory Price is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and with 13 years of industry experience. He has been with Wells Fargo Bank, N.A. since 2013 and with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Delia Aderoju is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management for three years and has a background at DXC Technology. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a range of financial topics, delivered as either one-time or ongoing engagements without portfolio management for institutional clients.

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.

Daniel Koech is a Series 66 licensed financial advisor with Equitable Advisors in Fort Worth, TX, and has five years of industry experience. His prior work experience includes roles at Quest Diagnostics, Toyota of Dallas, Uber, and University Hospital. He was also a member of the University of Kansas Men's Track & Field Team during his college years. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a large network of Investment Adviser Representatives. The firm uses a combination of firm-offered programs and third-party advisory solutions to deliver personalized investment strategies.

Elisabeth Dahlstrom is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She has been with Fidelity since 2021, initially serving as a Workplace Planning Consultant before advancing to her current role in 2024. Elisabeth focuses on providing clients with the tools, knowledge, and support necessary for effective financial planning. Her professional experience centers on empowering clients to make informed decisions and work towards their financial goals. Elisabeth is dedicated to partnering with clients to help them realize their vision for both the present and the future. Outside of her professional work, Elisabeth has personal interests that include food, social events with friends, and traveling.

Scott Oneal is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Wells Fargo since 2016 and previously was with Morgan Stanley and Morgan Stanley DW Inc. from 1985 to 2009. 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 integrates research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment solutions.

Andrew Cronk is a financial advisor with Charles Schwab in Fort Worth, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Charles Schwab and its related entities since 2015 and previously at TD Ameritrade. He serves on the board of the Fort Worth Chamber of Commerce, contributing to business-related discussions in the local community. Charles Schwab & Co., Inc. 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized supervisory, custody, and order-routing systems.

Jarret Sedlacek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank. Outside of his advisory work, he owns and operates Ducky's Trading, LLC, a business focused on the resale of trading cards. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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 investment options, including insurance-related products and bank deposit sweep 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.

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.

Stuart Schultz is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2000. With experience in the financial services industry dating back to 1998, Stuart focuses on creating tailored strategies for individuals, families, and businesses by closely aligning advice with their short- and long-term financial goals. His client services include college education planning, employee benefits planning, retirement income, portfolio management, tax minimization, and small business strategies. Stuart holds a bachelor's degree in Finance from Texas Christian University and maintains the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is involved in several professional and community organizations, including the College of Fine Arts Board of Visitors at TCU, St. Andrew Catholic Church, and The Modern Art Museum of Fort Worth. Stuart and his wife Shannon reside in Fort Worth with their two sons and participate actively in local community efforts such as meal preparation for the homeless through Beautiful Feet Ministries, Habitat for Humanity, and Meals on Wheels.

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.

Kyle Whittemore is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2018, also maintaining a longstanding role at Wells Fargo Bank, N.A. since 2004. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product options, such as insurance-related vehicles and bank deposit sweep programs.

Jennifer Monaco is a CFP® with 17 years of experience in the financial industry, currently serving at Wells Fargo Clearing since 2018. Her prior experience includes roles at Bank of America, N.A., and earlier stints with Wells Fargo Clearing. She is a part-owner of CMJ, LLC and North Bench LLC, which are investment-related businesses. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to guide its investment approach.

Camille Northcutt is a Series 66-licensed financial advisor with Merrill, based in Fort Worth, TX, and has 25 years of industry experience. She has been with Merrill since 2001. 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. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Burns is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at JPMorgan Securities LLC since 2006 and JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and an ESG eligibility framework, supported by affiliates offering implementation and portfolio services.

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.

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.