Mary Brammer is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at Bank of America, N.A. and Merrill. Based in Fort Worth, TX, she has been with Raymond James & Associates since 2023. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research resources.

Robert Fisher is a financial advisor with J.P. Morgan Securities in Arlington, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at both JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Outside of finance, he works as a freelance engraver specializing in drinkware and awards. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes a centralized due diligence process and may incorporate ESG criteria in its recommendations.

Arthur Nicodemus III is a ChFC®-designated financial advisor with 44 years of industry experience. He is currently with LPL Financial, having joined in 2025, and previously worked for Madison Avenue Securities, Inc. for 16 years. Nicodemus also operates as an independent insurance agent. 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 portfolios, third-party asset management, and institutional platforms.

Jordan Lenderman is a financial advisor at Equitable Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and has experience in roles at Postmates, DoorDash, and the Walton College of Business. He is also the owner of Jordan Lenderman LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Tieg Bryan is a CFP® with 20 years of industry experience, currently affiliated with Ameriprise in Weatherford, TX. His career includes roles at Wells Fargo Clearing Services LLC and multiple Ameriprise entities. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients and delivers these services through a centralized consulting team in partnership with financial advisors.

Brandon Brinkman is a financial advisor with Raymond James Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at LPL Financial, Edward Jones, and Banc of America Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning tools and supports clients through advisory programs, including specialized municipal and public-finance services.

Jacob Mallison is a Wealth Management Advisor with Merrill Lynch Wealth Management, leveraging the global resources of Merrill to provide comprehensive wealth management services. Since joining Merrill in 2017, he has focused on serving corporate executives and their families, helping them integrate corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans into long-term financial strategies. Jacob has five years of experience in the financial services industry and specializes in education planning, employee benefits planning, managing new wealth, special needs planning strategies, and tax minimization. He holds a Bachelor's Degree from the Texas A&M University System, graduating in 2018, and is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He is a member of several professional organizations including the Corps of Cadets Association, Real Estate Council of Greater Fort Worth, and Ross Volunteer Association. Outside of work, Jacob is involved with Paradox Church and enjoys camping, football, running, traveling, and volleyball.

Joshua Biering is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Raymond James in 2024, he worked six years with JPMorgan Securities LLC and JPMorgan Chase. He serves as a board member and finance committee member for the nonprofit organization Folds of Honor North Texas. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Ana Ban is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Based in Fort Worth, TX, she has spent the majority of her career at this firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Keith Young is a Series 66-licensed financial advisor with seven years of industry experience, currently with LPL Financial in Fort Worth, TX. Prior to joining LPL Financial in 2026, he worked seven years at Edward Jones and has held roles at multiple firms including Benham Corp, Connie Benham, Waddell and Reed, and ROE Outfitters. He also served four years in the Oregon Army National Guard. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options, supported by technology tools and a broad platform that includes insurance and banking partnerships.

Rodger Jackson Jr. is a financial advisor at Edward Jones in Arlington, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. He worked at Fidelity Investments Institutional Services for nine years before joining Edward Jones in 2018. 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 offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Mark Stamm is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Callahan III is a financial advisor with Fidelity in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Fidelity and its affiliates since 2005. Outside of his advisory work, he operates an executive coaching and consulting business, Callahan Coaching. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Samuel Fuentes Carmona is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Bank of America, Merrill, and Regions Bank. In addition to his advisory role, he owns and operates Little Sisters Enterprises, LLC, a party rental business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Jalie Mitchell is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Mitchell worked at Fathom Realty and Keller Williams. Outside of financial advising, Mitchell owns JYM Operations, LLC, a business that operates sports clinics. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Stephen Skillman is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at VOYA Financial Advisors and Raymond James Financial Services. Outside of his advisory role, he is a partner in an inherited family trust and an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple account platforms.

David Layman is a financial advisor with Edward Jones in Joshua, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience, all with Edward Jones. Outside of advising, he holds a gas royalty interest with Chesapeake Energy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Jose Godinez Rios is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Texas People Federal Credit Union, and the University of Texas at Arlington. Merrill, together 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Slaten Gough is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and has experience in the retail sector. He is a partner in Gough Wealth Management LLC, where he manages his wealth management practice. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions, with a focus on non-discretionary advisory services supported by advanced analytical tools.

Jessica Davis is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding a Series 66 credential and eight years of industry experience. She previously worked at Edward Jones for six years and held roles at Colorado Christian University. Outside of her advisory work, she sews baby blankets and nap mats through a small business called Razzle Baby. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting with access to multiple portfolio management styles and municipal advisory services.