Ryan Arrington is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, as well as over a decade of service with the Fort Worth Independent School District. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, utilizing a centralized consulting team to provide non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-smart withdrawal strategies.

Scott Taft is a financial advisor with Robert W. Baird & Co. in Northlake, Texas, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at ClearBridge Investments LLC and Legg Mason & Co LLC. He is also a member of Legacy Homebuyers, LLC. Scott Taft is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Joshua Roark is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Merrill and Bank of America, N.A. for five years each, as well as Colonial Life and Zurvita. Outside of his advisory role, he serves as a sports official for high school football games. 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, utilizing research and analytics to support investment decisions.

Mark Roberts is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC since 2013. Outside of his advisory role, he serves on the finance committee of the Key School of Fort Worth, a private school for students with learning differences. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary approach.

Gina Shaffer is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and seven years of industry experience. She has worked at Charles Schwab since 2017 and previously held positions at Clairvoyix and HealthTrackRx. Outside of her advisory role, Shaffer serves on the boards of the MHMR Foundation and the Alzheimer’s Association North Central Texas Chapter and operates a life and professional coaching business. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, combining non-discretionary and discretionary investment options with centralized brokerage and custody solutions.

John Nash II is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Harry Consaul III is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2009. In addition to his advisory role, he is the owner of Pivotal Financial Advisors and is involved in insurance-related activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals using a range of portfolio management strategies and platforms.

Samantha Porter is a financial advisor at Morgan Stanley with eight years of industry experience. She previously worked at Charles Schwab for six years and Wells Fargo for three years. Outside of her advisory role, she operates a personal resale business on Facebook Marketplace. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Abigail Sheets is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation. She joined Merrill and Bank of America in 2025 and has less than one year of industry experience. Outside of her financial advisory role, she is an employee at BODYBAR Pilates, where she leads group reformer fitness classes. Additionally, she serves as board secretary for Treetops School International, a public charter school in Texas. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm operates within the Bank of America corporate platform, providing access to a broad range of investment products and services.

Natalie Richard is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked in various roles including a sales and marketing position as a Scentsy consultant. Prior to joining Fidelity, her career included positions in healthcare and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors, offering services such as discretionary management, fund advisory, and model portfolio delivery.

Kayla Amason is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Morgan Stanley in Fort Worth, TX. Her career includes prior roles at Bank of America, Merrill, and Ernst & Young. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach centers on structured planning tools and analyses to support client financial goals.

Ryan Ewing is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors. Outside of his advisory work, he coaches competitive youth soccer for the Dallas Texans Soccer Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight controls in its investment process.

Adam Radich is a Financial Consultant currently working at Fidelity Investments since 2024. He collaborates with clients to develop personalized financial plans tailored to their unique situations by understanding what is important to them and implementing strategies aligned with their financial goals. Adam's professional experience includes roles as a Financial Consultant I and Investment Consultant at Fidelity Investments, spanning from 2022 to 2024. Prior to joining Fidelity, he worked as a Financial Consultant at Equitable Advisors from 2019 to 2022, and as a Financial Advisor at Northwestern Mutual Investment Services from 2018 to 2019. Outside of his professional work, Adam's personal interests include food, golf, pets, traveling, and volunteering.

Thomas Springer III is a CFP® professional with 24 years of industry experience. He is currently with Cetera and has held previous roles at Avantax and H.D. Vest throughout his career. Outside of his advisory work, he is president of Springer Financial Consulting, LLC, a business entity created primarily for health insurance purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers, with over 10,000 advisors and more than $256 billion in assets under management.

Tye Mc Clure is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. He has previously worked at Merrill and Bank of America NA. Mc Clure serves as a board member on the finance committee of Methodist Justice Ministry, a nonprofit law firm providing services to those who cannot afford them, and as an advisor on the finance committee for Colonial Country Club in Fort Worth. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

William Stockum is a financial advisor at RBC Capital Markets in Fort Worth, TX, holding Series 63 and Series 66 designations with 39 years of industry experience. He previously worked at Hilltop Securities Inc. from 2008 to 2017 before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Giovanni Blanchette is a financial advisor at LPL Financial in Fort Worth, TX, holding a Series 66 credential. He has one year of industry experience, having previously worked at Anchor Wealth Strategies prior to joining LPL Financial. Giovanni completed twelve years as a full-time student before entering the advisory profession. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Ryan Mandell is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Fort Worth, TX. He has been with the firm since 2026 and has prior experience at JPMorgan Chase Bank, N.A. and Pharos Capital Group. Before his current role, he worked at Moraga Country Club from 2020 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Stacey Holifield is a financial advisor at Edward Jones in Fort Worth, TX, holding Series 63 and Series 66 designations with 26 years of industry experience. She has been with Edward Jones since 2005. 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 is known for its extensive network of advisors and branches, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Dana Perry is a financial advisor at Merrill with 24 years of industry experience. She has held her current role at Merrill since 2012 and holds Series 63 and Series 66 designations. 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. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.