Kent Snodgrass is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with RBC Capital Markets since 2015. Outside of advising, he serves on the board of directors for Mira Vista Country Club and is a partner in a farming enterprise. RBC Wealth Management serves a diverse client base, including individual and institutional investors, offering tailored portfolio management and financial planning through various advisory programs. The firm combines in-house and third-party investment resources with integrated capital markets and lending capabilities.

Jim Trejo is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Financial Consultants to develop personalized financial plans tailored to individual needs. He provides ongoing support to help clients stay on track throughout various stages of life, emphasizing strong relationships built on trust and reliability. Jim's experience at Fidelity Investments includes roles as a Stock Plan Consultant from 2022 to 2023, a Stock Plan Associate in 2022, and a Customer Relationship Advocate from 2021 to 2022. These positions have contributed to his understanding of financial planning and client service. Outside of his professional responsibilities, Jim has interests in comedy, fishing, fitness, food, and playing musical instruments.

Bridget Karr is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Her prior work includes roles at PeopleScout and Beachbody LLC, as well as involvement with Zion Lutheran Church & School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Mary Keating is a financial advisor at Merrill with Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Morgan Stanley, Fidelity Investments, and Texas Woman's University. She has experience working in both financial services and academic settings. Merrill provides managed account services through its Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Jordan Glaeser is a financial advisor at UBS Financial Services in Fort Worth, Texas, with seven years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018, following three years at Comerica Bank. Outside of his advisory role, he serves on the board of directors of Pro2G Mission, a charity that provides aid and training to people in need. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Hal Hinckley Jr. is a Series 66-credentialed financial advisor with 24 years of industry experience. He has been with Edward Jones in Ft Worth, TX since 2013. 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 nationwide network of more than 23,700 advisors.

Lauren Hejl is a Financial Consultant at Fidelity Investments, a position she has held since 2019. She has been with Fidelity Investments since 2014, progressing through roles including Investment Consultant, Senior Relationship Manager, and Financial Representative. Prior to joining Fidelity, Lauren worked as a Retirement Analyst at Lockton Retirement Services from 2013 to 2014. Lauren's professional focus involves helping clients navigate complex financial decisions, particularly during significant life transitions. She emphasizes education and empathy to develop personalized strategies that align with clients' values and goals. Lauren aims to provide clarity and confidence throughout the financial planning process. Outside of her professional work, Lauren enjoys family activities, fitness, outdoor adventures, parenthood, and traveling.

Crissie Fortmeyer is a financial advisor at Merrill with 31 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Merrill in 2018, she worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Fortmeyer serves as a board member of Power To the Period, a grassroots organization that distributes menstrual products to those in need. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Jake Crawford is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to this, he worked in real estate with Marsha Hardin Real Estate and has experience in education from 2007 to 2016. Outside of financial advisory, he owns Coddiwomple Habit, LLC, an agricultural business involved in livestock production. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.

Sarah Gaona is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She joined Wells Fargo Clearing in 2025 and has prior experience with Wells Fargo Bank, nA since 2021. Outside of her advisory role, she provides home health aid services assisting with living tasks and hygiene for a family member. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sarah Garrity is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2023. Prior to her current roles, she was involved with the Fort Worth Chamber of Commerce from 2021 to 2023 and held positions at Revel XP and Deep South Pout. 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.

Jacob Casleton is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has additional work experience at H-E-B Grocery Store and Designs of Honor, Inc. outside of the financial industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary portfolio management supported by research and a range of investment strategies.

Judson Redmond is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and has worked at RBC Global Asset Management and Foreside Fund Services, among other firms. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations with tailored investment strategies and a range of advisory programs. The firm combines internal and third-party managers to implement portfolios aligned with each client’s risk profile and offers integrated services including financial planning, custody, and brokerage.

Jaron Launer is a Planning Consultant currently working at Fidelity Investments. He collaborates with clients to build financial plans by leveraging Fidelity's extensive knowledge and resources. He focuses on integrity, attention to detail, and clear communication to establish trust and provide quality service. Jaron works to evaluate financial plans and assist clients in identifying actionable steps tailored to their evolving family needs. He has held multiple roles within the financial services industry, including positions at Fidelity Investments as Planning Consultant, Investment Solutions Representative, and High Net Worth Service Associate. He also gained experience as a Private Client Investment Associate at J.P. Morgan Chase and has worked in customer service roles at Robinhood and E*Trade from Morgan Stanley. Jaron holds insurance licenses for Arkansas and California. Outside of his professional responsibilities, he enjoys the beach, fitness activities, outdoor adventures, and running.

Raymond Tucker Jr. is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and 46 years of industry experience. He previously worked at Wells Fargo Advisors LLC for seven years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support diversified investment approaches within a broad platform of brokerage and advisory solutions.

Michael Chavez is a financial advisor with Edward Jones in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Wells Fargo Advisors and Wells Fargo Clearing Services LLC. He volunteers as a professor for an adult education program at Tarrant County Community College, teaching a free six-week financial literacy course for older adults. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Spencer Gilland is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Navy Federal Financial Group, Charles Schwab, and TD Waterhouse Investor Services. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

William Swoboda is a financial advisor at Edward Jones in Fort Worth, TX, with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is the owner of JSW Premier Properties, a real estate holdings firm. 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 and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

Hannah Crane is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining J.P. Morgan, she held positions at Goldman Sachs and worked at Vanderbilt University. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Gary Surian is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Fidelity Brokerage Services, and Konica Minolta. Outside of his advisory role, he operates a business under his own name based in Clemmons, North Carolina. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.