Aja Gross is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including PNC Investments, Merrill, Bank of America, and JPMorgan Chase. Gross is based in Fort Worth, TX. 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.

Marc Vasquez is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials. He has less than one year of industry experience and has held roles across a variety of sectors including banking, automotive sales, education, and retail. 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Ray Steward is a CFP® professional at Cambridge Investment Research Advisors with 37 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2014 and has been with Penn Mutual Life Insurance Company since 2002. Outside of his advisory role, he operates as an independent insurance agent through his own firm. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple platform options, including proprietary model strategies, and supports both discretionary and non-discretionary management.

Dennis Venn is a financial advisor with OSAIC in Fort Worth, TX, holding 43 years of industry experience. Prior to joining OSAIC in 2025, he spent 26 years at Lincoln Financial Advisors Corporation. Outside of his advisory work, he performs as a drummer. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization supported by various financial planning and investment management programs.

Rachel Boyda is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for five years before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Anna Malone is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cetera and Southside Bank. Her work includes a role as an associate at Southside Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools for non-discretionary planning and supports its clients through advisory programs and institutional consulting.

Allen Dennis is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1997 and Bank of America, N.A. since 2011. Based in Fort Worth, TX, his career spans nearly three decades in wealth management. Merrill, along with its affiliate Managed Account Advisors LLC, 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 tailored to individuals, high-net-worth clients, and institutional investors.

Mark Connolly is a financial advisor with Wells Fargo Clearing based in Fort Worth, TX. He holds Series 63 and Series 66 designations and has 25 years of industry experience, including prior work at A. G. Edwards & Sons, Inc. from 2006 to 2008. 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 offers both brokerage and advisory solutions.

Jeffrey Bouchard is a financial advisor with Cetera in Ft Worth, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at firms such as D.A. Davidson, B. Riley Wealth Management, Ameriprise Financial Services, Kestra Private Wealth Services, and Morgan Stanley. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and financial planning services. The firm supports a broad range of program options and investment strategies with over $256 billion in assets under management.

Marcos Andujar is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at firms including Securities America Advisors, Arbor Point Advisors, and OSAIC. He is also the owner of Clarity Financial Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Gary Willson is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor entity, Axa Advisors, since 1999. Outside of his advisory role, Willson serves as a board member and deacon at Broadway Baptist Church and is an ordained minister performing weddings, funerals, and other ministerial functions. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Michael Mallory is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at JPMorgan Chase Bank and JPMorgan Securities from 2016 to 2021 before joining Morgan Stanley in 2021. Outside of his advisory role, he serves as a trustee related to a rental property venture. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of retail and institutional investment solutions.

Ryan Merkel is a financial advisor at Merrill based in Fort Worth, TX, holding a Series 66 designation with 11 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014 and is currently affiliated with Bank of America, N.A. since 2019. Outside of his advisory role, Merkel is managing member and general partner of Even Eye Enterprises, LLC, a company that creates and sells children's toys, and he is also involved in creating and selling art and written works. 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, offering model-based and discretionary investment strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Brandon Ritchie is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in personal retirement planning, portfolio management services, tax minimization, and retirement income strategies. Brandon works to help clients develop personalized wealth management plans aligned with their financial goals and changing market conditions. He provides access to investment insights from Merrill and banking and lending solutions from Bank of America. Brandon holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the Oklahoma State University System. Outside of his professional role, he enjoys cooking, fishing, football, and golfing. His approach focuses on uncovering what matters most to clients and their families to create tailored financial strategies.

Adam Driggers is a financial advisor with Edward Jones in Azle, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a rental property managed by a third party. 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 solutions, supported by a large nationwide network of financial advisors and branches.

Donald Schneider is a financial advisor at Edward Jones with 25 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Edward Jones since 2008. Outside of advising, he has been involved in a weekend furniture retail business and also worked as a limousine driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services through a large nationwide network of advisors and branch offices.

William Brawley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018. Prior to that, he was employed by IronPlanet for nine years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and both quantitative and qualitative research.

Kevin Lockaby is a financial advisor with Raymond James Financial in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Pinnacle Bank and Pinnacle Bank Wealth Advisors since 2020, and has been associated with Raymond James Financial Services Advisors and Southwest Bank Wealth Group since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional portfolio management across a large network of advisors.

Maxwell Landgraf is a Series 66-licensed financial advisor with Equitable Advisors in Fort Worth, TX, where he has worked for 23 years. His career includes 17 years at Axa Advisors, LLC. He holds various outside insurance and brokerage contracts. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management, utilizing a range of firm-offered programs and third-party asset managers.

Krystal Rodriguez Rosa is a financial advisor at Morgan Stanley in Fort Worth, TX, holding a Series 66 designation with seven years of industry experience. She has worked at Morgan Stanley since 2019 and previously gained experience at TD Ameritrade and Starbucks. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced tools and methodologies.