Andrew Ruiz is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior positions include roles at Ameriprise Financial Services, MomentUs Wealth Management, Bank of America, and several banking institutions. Equitable Advisors serves a wide range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed third-party asset management platforms, providing both discretionary and non-discretionary advisory services.

Frank Bugh is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services, Inc. since 1995. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers specialized advisory programs such as municipal finance and SIMPLE IRA Employer Advisory services.

Troy Knight Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at FSC Securities Corporation, Lake Point Wealth Management, Royal Alliance Associates, and BOK Financial Securities. He also works as an independent contractor for Legal Shield and owns a business called Charlie-forever. 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research, third-party subadvisors, and TAMP sponsors.

Richard Craig is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry for more than 38 years and began his career at Merrill Lynch Wealth Management in 2007. Richard focuses on wealth planning services including retirement, trust, and educational planning. He provides consultative guidance on the overall financial and investment needs of his clients, helping design and implement customized wealth management strategies to pursue their personal financial goals while managing investment risk. Richard holds a Bachelor of Business Administration degree in Finance from Texas Christian University, earned in 1984. He is a CERTIFIED FINANCIAL PLANNER® and also holds the Personal Investment Advisor designation. His client focus areas include college education planning, corporate and employee benefits planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. In addition to his professional work, Richard has been involved with community organizations such as Habitat for Humanity, Lambda Chi Alpha, and Amplify Fort Worth. He previously served on the boards of Trinity Habitat for Humanity and Amplify (formerly Expanco), Inc., as well as the Boy Scouts of America Troop 17 Committee. Richard resides in Fort Worth with his wife and two children. His personal interests include fishing, golfing, hunting, and spending time with his family.

Michael Walker is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has prior experience at First Command Financial Services and several entrepreneurial ventures, including Sons of Liberty Coffee LLC and Miguelito & Co. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed, research-driven recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with advisor input and emphasizes a broad range of advisory, brokerage, and insurance solutions.

Jill Valdez is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Outside of her advisory role, she has an ownership interest in an oil and gas royalty entity based in Fort Worth, Texas. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Tris Fitz Gibbon is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Fitz Gibbon serves as Vice President and Secretary of Fitz Enterprise TX, a consulting firm specializing in dry cleaning services. 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 large nationwide network of financial advisors and branch offices.

Nathan Harsh is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following six years at Wells Fargo Clearing and four years at Wells Fargo Advisors. Outside of his advisory work, he is involved in several business entities related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting while providing both discretionary and non-discretionary management supported by in-house and third-party research.

Brent Gough is a financial advisor with Raymond James Financial Services Advisors, Inc. and Gough Wealth Management, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for over two decades. Gough serves on the CFP Advisory Board for the Dr. Sam Pack Business School at Tarleton State University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical modeling tools to support client goals, while also offering specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Pardue is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of advisory work, he serves quarterly to reconcile books for a family holding company related to oil and gas royalties. Raymond James & Associates 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, and municipalities—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad adviser network and research resources.

Jeremy Walker is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Investment Services LLC, Advisor Resource Council, and LPL Financial. Outside of his advisory role, he is involved in several business ventures, including leadership positions in Maverick Wealth Management, JJ Walker Investments, and a firearms company, JJ Walker Arms, as well as volunteer service on the State Bar of Texas Grievance Committee. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a variety of portfolio management options and emphasizes both proprietary and third-party investment strategies tailored to client objectives.

Jason Husk is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at GENEOS Wealth Management Inc and Advanced Financial Planning, and currently operates Actum Wealth Advisors, providing wealth management and financial planning services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that includes written recommendation reports and annual retirement-income planning advice centered on income sources and tax-aware withdrawal strategies.

Aaron De La Cruz is a financial advisor with Cetera in Fort Worth, TX, holding CFP® and ChFC® designations and four years of industry experience. His prior roles include positions at Agia, VALIC Financial Advisors, and Fidelity Investments. Outside of his advisory work, he has worked as a full-service shopper for Instacart. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary strategies.

Daniel Cruz is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2025. His prior experience includes roles outside finance, such as with Troy Construction LLC and Purple Heart Pawn and Gun, as well as positions in education and hospitality. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Miles Smith is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously spent six years at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support client financial planning.

Gregory Saurenman is a financial advisor at Mission Advisory Group in Fort Worth, TX, with 20 years of industry experience. He holds Series 65 and Series 66 designations. Prior to founding Mission Advisory Group in 2020, he worked at ISC Advisors, Inc. and Institutional Securities Corp from 2017 to 2020, and at Calamos Financial Services LLC from 2015 to 2017. Mission Advisory Group is an independent firm focused on providing personalized advisory services.