Kris Morris is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Bank of America/Merrill Lynch and Charles Schwab & Co, among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, offering clients tailored recommendations while retaining final decision-making authority.

Joseph Northern is a financial advisor at Charles Schwab based in Fort Worth, TX, with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and TD Ameritrade, among other firms. Northern's experience includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. 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 a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Paul Robinson is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has been with Robert W. Baird since 2013. Robinson serves as a board member of the Bobby Bragan Youth Foundation, a nonprofit that awards college scholarships to students based on an essay about their hero. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Bryan Smith is a CFA® charterholder with six years of industry experience. He is currently affiliated with LPL Financial and has previous experience at Woodbury Financial Services Inc, Charles Schwab, and OSAIC. 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, third-party asset management, and institutional platforms.

Rusti Gunn is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill Lynch and Wells Fargo Advisors before joining J.P. Morgan. 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 research, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence with an ESG eligibility framework and is supported by affiliated implementation and portfolio services.

James Whalen is a financial advisor at Wells Fargo Clearing with the Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he held positions at Northwestern Mutual Investment Services, Northwestern Mutual Life Insurance Company, Leeco Steel, BMW of Dallas, Autobahn BMW, MSI Financial Services, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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.

Nichelle Davis is a Series 66-registered financial advisor with Edward Jones in Haslet, TX, where she has worked since 2013, totaling 13 years of industry experience. 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 and affiliated investment products through a nationwide network of financial advisors and branch offices.

Miguel Montejano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Outside of his advisory work, he owns and operates a family cattle ranching business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Taglath Milburn is a financial advisor with UBS Financial Services in Ft. Worth, TX, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked at UBS since 1992. Outside of his advisory role, he is involved with the Arlington Sportsman's Club, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Shannon Norris is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation. Norris began their financial services career in 2026 and has prior work experience at JP Morgan Chase and in education and safety roles. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Ana Paulino is a financial advisor at Cetera with seven years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, TD Ameritrade, Avantax, and Wilshire Consultants. In addition to her advisory role, she serves as a Client Services Manager at Wilshire Consultants, where she manages operational functions and supports client service activities. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services, utilizing model portfolios, third-party managers, and customized strategies.

Randall Sloan is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Bank of America/Merrill Lynch and Thrivent. His experience also includes roles at TD Ameritrade/Charles Schwab and other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, with recommendations limited to eligible strategies that may include an ESG framework.

Emily Villavicencio is a financial advisor at Fidelity with seven years of industry experience and holds the Series 66 designation. Her prior work includes positions at Park Avenue Securities, Guardian Life Insurance Company, Bank of America, Merrill, and Korn Ferry Futurestep. She was also involved with the Lubbock Symphony Orchestra and served at Texas Tech University and Retrospection earlier in her career. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and fund-of-funds structures.

Kenneth Roberts is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 28 years of industry experience. His career includes positions at Edward Jones and multiple roles within Fidelity since 2008. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Shanna Crunk is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for nine years. Outside of her advisory role, she owns a retail business, Tru Moon LLC, and participates in mental health peer support through group workshops and one-on-one sessions. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Johnny Tran 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. He employs a consultative approach to empower clients to feel confident in their plans and to build strong relationships with Fidelity. Johnny has worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2025, gaining experience in planning and consulting within the workplace benefits sector. Outside of his professional responsibilities, Johnny has interests in fitness, food, football, music, and traveling.

Donald Reynolds is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Ameriprise Financial Services, RBC Capital Markets, Raymond James & Associates, and Citigroup Global Markets. 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 provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Audrey Hogan is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. Before joining Edward Jones, she worked in various roles within the physical therapy and health services fields. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Timothy Parker is a Series 66 licensed financial advisor with Edward Jones, based in Willow Park, TX. He has one year of industry experience, including prior work at Merrill. Outside of finance, he has been involved with SP Weatherford Theatre/Film Alley. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment options, operating under a fiduciary standard and supporting a large national network of advisors and branch offices.

Christopher Smith is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Bank of America, Merrill, and Benco. He is also the owner of Carter Madison Real Estate 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 options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.