Daniel Porter is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and offering 48 years of industry experience. He previously worked at First Allied Securities, INC. and First Allied Advisory Services, INC. from 2008 until joining Cetera in 2022. Outside of his advisory role, he is involved with Porter, Morgan & Associates, a business he has operated since 2008. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a variety of portfolio management and financial planning services across multiple program structures and custodial relationships, with assets under management exceeding $256 billion.

Jackson Mellina is a financial advisor at Equitable Advisors in Fort Worth, TX, holding the Series 66 designation with three years of industry experience. His prior work includes roles at Charis Resources and Mellina Animal Hospital. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

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.

Samuel Gruhl is a CFA® charterholder and registered investment advisor associated with Cetera in North Richland Hills, TX, with four years of industry experience. His career includes roles at Avantax Advisory Services and Avantax Investment Services prior to joining Cetera in 2025. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

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.

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 a Series 66 credential and previously worked for LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, L.L.C. for 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various investment strategies.

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.

Deirdre Babcock is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies that align with their individual goals and priorities. Her approach emphasizes flexibility to adapt to changing market conditions, supported by investment insights from Merrill and banking solutions from Bank of America. Deirdre’s areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, as well as wealth management for women. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Deirdre earned her bachelor's degree from Hofstra University. Outside of her professional role, Deirdre enjoys boating, golfing, ice hockey, and spending time with her family. She and her wife live in Manhasset with their young children and are active in the local community.

William Toomey is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Fred Alger & Company, ClearBridge Investments, BV Securities, and Legg Mason Investor Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides both proprietary and unaffiliated model strategies and supports multiple custody and platform arrangements with discretionary and non-discretionary options tailored to client objectives.

Damon Heitland is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 9 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader corporate platform, providing access to a wide set of investment products and related services.

Judy Benyshek is a financial advisor with Raymond James Financial in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for nine years before joining Raymond James in 2023. She is also the president of Judy Benyshek LLC, a support company used for business operations and tax reporting. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, primarily non-discretionary advisory services and manages a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Holly Harsh is a financial advisor with LPL Financial in Burleson, TX, holding a Series 66 credential and one year of industry experience. Prior to her advisory role, she has been involved with Aspen Custom Homes, LLC since 2019 and served as a homemaker for eight years. She also serves on the board of The Escape Homeowners' Association, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from multiple sources.

Myranda Crawford is a financial advisor at Edward Jones with a Series 66 designation and 11 years of industry experience. She previously worked at Mason Joseph LLC from 2015 to 2025 before joining Edward Jones. Outside of her advisory role, she owns Crawford Creek Quails, an agricultural business that raises and sells bobwhite quail to ranches and hunting operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jonathan Black is a Wealth Management Advisor with Merrill Lynch Wealth Management based in the downtown Fort Worth, Texas office. He began his career in the investment industry in 2005 and has been with Merrill Lynch since 2007. Jonathan's approach involves connecting all aspects of his clients' financial lives to help prioritize and pursue their most important goals, focusing on wealth management planning and financial strategies. He holds a Bachelor of Science degree in Communication Studies from Texas Christian University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jonathan's areas of expertise cover a range of services such as college education planning, divorce transition planning, family wealth management, legacy planning, philanthropic planning, socially responsible investing, and services for endowments and non-profits. Beyond his professional responsibilities, Jonathan and his wife are active members of the Fort Worth community. He has served on the Board of Governors for the Fort Worth Club and on the Board of the Fort Worth Chamber of Commerce. They dedicate time to various charitable organizations including the Ronald McDonald House of Fort Worth and are members of Doxology Church in Fort Worth, Texas.

Bernard Havey is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for eight years and at CVSHealth for eleven years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach involves a centralized team and proprietary tools to deliver customized recommendations within a defined investment framework.