Michael Smith is a CFP®-designated financial advisor at Edward Jones with 14 years of industry experience, all with his current firm since 2012. Outside of his advisory role, he owns a small rental property business in Idaho Springs, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a large nationwide network of advisors and branch offices.

Rachel Malone is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2006 and has worked at Bank of America, N.A. since 2009. Malone serves as a board member of the Fort Worth Lecture Society, where she helps select speakers to educate members on various topics. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Randel Rix is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Cetera and its related entities since 2024. Prior to that, he worked at Avantax Advisory Services and Avantax Investment Services for nearly three decades. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform with various program options and custodial relationships.

Austin Montgomery is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with three years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Merrill, Edward Jones, and several other firms. He also worked at Tarleton State University for seven years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Philip Streib is a financial advisor with Primerica Advisors in Ft Worth, TX, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and operates Streib Enterprises, Inc. for Primerica business purposes. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

David Sanders is a financial advisor at Ameriprise with 25 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005. Outside of his advisory work, he owns a travel-related business called 7 Continents 4 Seasons. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. Its approach integrates proprietary investment research, third-party data, and algorithmic tools to deliver personalized recommendations within a defined investment framework.

Whitney King is a financial advisor at Wells Fargo Clearing based in Fort Worth, TX, holding Series 65 and Series 63 licenses. King began their financial services career in 2024 and has a background that includes roles in both banking and various customer service positions. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Parker is a financial advisor with Wells Fargo Advisors in Fort Worth, TX, holding a Series 63 license and bringing 41 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products, serving clients through a network of more than 3,700 advisors.

Alex Permenter is a financial advisor with Edward Jones in Pantego, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Daniel Blanchflower is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Charles Schwab Bank, Schwab, and Fidelity in various advisory and brokerage roles since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining brokerage, custody, and advisory services. Schwab's client model features mostly non-discretionary relationships supported by multi-asset model portfolios and access to discretionary separately managed accounts.

Samuel Perry is a financial advisor at J.P. Morgan Securities based in Fort Worth, TX, holding Series 63 and Series 65 designations with 34 years of industry experience. His prior roles include positions at MFS Fund Distributors, Edward Jones, Protective Wealth Management, and BNY Mellon Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research with a forward-looking capital market framework and incorporates ESG eligibility in its recommendations.

Jennifer Baumann is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing, Morgan Stanley & Co. LLC, and Morgan Stanley Dw Inc. prior to her current role since 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, and special-needs analysis.

Nicholas Davila is a financial advisor at Equitable Advisors in Fort Worth, TX, with one year of industry experience. He holds the Series 66 designation and previously worked at Blaies & Hightower, LLP, Hiley Subaru, and Burford & Ryburn, LLP. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Ric Edgmon is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His career includes roles at Wells Fargo Investments, Citigroup Global Markets, Citicorp Investment Services, Chase Investment Services Corp., Banc One Securities Corporation, and Banc of America Investment Services. 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 combines brokerage and advisory offerings supported by research and analytics from the Wells Fargo Investment Institute.

Thomas Wilson is a Series 66 credentialed financial advisor with Edward Jones in Benbrook, TX. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services.

Rodney Nalle is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Leader One Financial Services and Loan Depo, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Jeffrey Rimer is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior roles include positions at Osaic FS, Inc. and Cetera Wealth Services, LLC. He also facilitates the Dave Ramsey Financial Peace University course. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

Sean Fulton is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals, families, and business owners to simplify financial matters and support their financial goals. He joined Merrill in 2025, returning to his hometown of Lubbock after careers in aviation sales and small business tax consulting. Sean's experience includes assisting clients nationwide with helicopter acquisition processes and helping small businesses obtain tax credits. He focuses on providing clear financial advice and guidance that aligns with clients' short, intermediate, and long-term objectives, including retirement planning, education funding, and wealth management. Sean holds a Bachelor's degree in Finance and Professional Selling from Baylor University and an MBA from Southern Methodist University. He holds the Professional Investment Advisor (PIA) designation. Sean lives in Lubbock with his wife, Haley, and enjoys baseball, basketball, fishing, football, running, traveling, yoga, and spending time with his family.

Cory McNulty is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services, Inc. since 2007. In addition to his advisory role, he owns a CPA practice where he prepares tax returns and performs bookkeeping, and he serves as secretary/treasurer of his neighborhood homeowners association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting services aligned with client goals, supporting implementation through advisory programs or other providers.

Colton Bouher is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His focus is on helping clients gain knowledge and tools to manage their financial lives effectively. Colton has completed an Associate's Degree from Weatherford College and has also attended the University of Colorado System without earning a degree. He holds a High School Diploma from Northwest High School.