Patrick Kilgannon is a financial advisor at Ameriprise in Fort Worth, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Ameriprise, he worked with Equitable Advisors LLC and served as an adjunct instructor for COR Expeditions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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 at J.P. Morgan Securities with Series 66 credentials and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, Cao worked six years at Bank of America/Merrill Lynch. Outside of finance, Cao has experience in diverse roles including positions at Amazon Flex, Vandergriff Honda, and in the restaurant industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screens and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting while allowing clients final decision-making authority.

Derrick Reaves is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has been with J.P. Morgan entities since 2009, including roles at J.P. Morgan Securities and J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative due diligence with forward-looking market assumptions to support its advisory 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.

Scott Abel is a financial advisor at Edward Jones in Ft Worth, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in various educational institutions. Outside of his advisory role, he works part-time as a personal trainer and is a social media influencer for a nutrition product and energy drink. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Nathaniel Sizer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has tenure at JPMorgan Chase Bank, N.A. dating back to 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

John Marquart is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry, all of which have been spent at Edward Jones since 2009. He is based in Ft Worth, TX. 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 investment strategies, including wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Joseph D'agostino is a Series 66-credentialed advisor with eight years of industry experience. He currently works at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., having previously spent ten years at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates systematic due diligence with qualitative research and includes broader derivatives and commodities capabilities.

Charles White is a ChFC® and holds a Series 63 license, with 49 years of industry experience. He worked at Lincoln Financial Advisors Corporation from 1976 to 2025 before joining OSAIC in 2025. He is also licensed as an insurance agent offering fixed insurance products including annuities and life insurance. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and offers various managed account options supported by third-party managers and proprietary strategies.

David Sykes is a financial advisor at Edward Jones in Alvarado, TX, holding a Series 66 designation with 12 years of industry experience, all at Edward Jones since 2014. Outside of his advisory role, he coaches the varsity basketball team at The Canterbury Episcopal School and owns Sykes SWAG, a sports consulting business focused on event organization and youth sports coaching. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, maintaining over $1 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Timothy Mebane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2003 and previously spent 10 years at Waddell & Reed. He is also involved in Mebane Financial Services, LLC, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.

Byron Freeman is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to develop strategies aligned with their financial goals and values, leveraging the resources of Merrill and Bank of America to support investment, credit, lending, and banking needs. Freeman holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Dallas Baptist University. He emphasizes connecting all aspects of a client's financial life to prioritize and pursue meaningful objectives. Outside of his professional role, Freeman is involved with Habitat for Humanity.

Jeffrey Teneyck is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Primerica Financial Services, Transamerica Financial Advisors, World Financial Group, and Printpack Inc. Outside of advising, he has been involved with Balfour Publishing for over three decades. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail rather than institutional portfolio management.

Alec Bennett is a financial advisor with Mass Mutual Investors Services in Fort Worth, TX. He holds a Series 66 designation and has two years of industry experience. Prior to his advisory career, he served seven years in the U.S. Army and currently holds a position as a Civil Affairs Captain in the U.S. Army Reserve. He is also engaged in outside insurance sales, focusing on life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning processes to deliver tailored financial recommendations without discretion over client investments.

Daniel Aguirre is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. His prior experience includes roles at Fidelity Investments and FedEx. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yolanda Dixon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Primerica Advisors in 2021, she worked at AT&T for 23 years. In addition to her advisory role, she is involved in sales of loan products and referrals for home security and automation services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

Jonathan Pope is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Raymond James since 2008 after one year at Edward Jones. Outside of his advisory role, he is involved in agriculture through a personal LLC for hunting property established with a friend. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and in-house research.

Andrew Pickett is a financial advisor with RBC Capital Markets in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has 37 years of industry experience, including 17 years with RBC Capital Markets. Outside of his advisory role, he is the owner of a real estate business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering various advisory programs with discretionary and non-discretionary portfolio management. The firm utilizes a range of investment managers and strategies tailored to clients' risk profiles and provides integrated financial planning, custody, and brokerage services.

Joshua Benson is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solidified plans to work towards their financial goals. Joshua has been with Fidelity Investments since 2019, progressing through roles including Client Services Representative, Investment Solutions Representative, Investment Management Consultant, and currently serving as a Benefits & Planning Consultant. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Advisors from 2020 to 2021.