Deirdre Babcock is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies that align with their individual goals and priorities. Her approach emphasizes flexibility to adapt to changing market conditions, supported by investment insights from Merrill and banking solutions from Bank of America. Deirdre’s areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, as well as wealth management for women. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Deirdre earned her bachelor's degree from Hofstra University. Outside of her professional role, Deirdre enjoys boating, golfing, ice hockey, and spending time with her family. She and her wife live in Manhasset with their young children and are active in the local community.

William Toomey is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Fred Alger & Company, ClearBridge Investments, BV Securities, and Legg Mason Investor Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides both proprietary and unaffiliated model strategies and supports multiple custody and platform arrangements with discretionary and non-discretionary options tailored to client objectives.

Damon Heitland is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 9 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader corporate platform, providing access to a wide set of investment products and related services.

Crystal Scott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Cetera, she worked at Avantax Investment Services and Institutional Securities Corp. Since 2016, she has been involved with Girly-Yo Publishing. Cetera Investment Advisers LLC is a large SEC-registered firm supporting individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Judy Benyshek is a financial advisor with Raymond James Financial in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for nine years before joining Raymond James in 2023. She is also the president of Judy Benyshek LLC, a support company used for business operations and tax reporting. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, primarily non-discretionary advisory services and manages a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Holly Harsh is a financial advisor with LPL Financial in Burleson, TX, holding a Series 66 credential and one year of industry experience. Prior to her advisory role, she has been involved with Aspen Custom Homes, LLC since 2019 and served as a homemaker for eight years. She also serves on the board of The Escape Homeowners' Association, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from multiple sources.

Myranda Crawford is a financial advisor at Edward Jones with a Series 66 designation and 11 years of industry experience. She previously worked at Mason Joseph LLC from 2015 to 2025 before joining Edward Jones. Outside of her advisory role, she owns Crawford Creek Quails, an agricultural business that raises and sells bobwhite quail to ranches and hunting operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jonathan Black is a Wealth Management Advisor with Merrill Lynch Wealth Management based in the downtown Fort Worth, Texas office. He began his career in the investment industry in 2005 and has been with Merrill Lynch since 2007. Jonathan's approach involves connecting all aspects of his clients' financial lives to help prioritize and pursue their most important goals, focusing on wealth management planning and financial strategies. He holds a Bachelor of Science degree in Communication Studies from Texas Christian University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jonathan's areas of expertise cover a range of services such as college education planning, divorce transition planning, family wealth management, legacy planning, philanthropic planning, socially responsible investing, and services for endowments and non-profits. Beyond his professional responsibilities, Jonathan and his wife are active members of the Fort Worth community. He has served on the Board of Governors for the Fort Worth Club and on the Board of the Fort Worth Chamber of Commerce. They dedicate time to various charitable organizations including the Ronald McDonald House of Fort Worth and are members of Doxology Church in Fort Worth, Texas.

Bernard Havey is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for eight years and at CVSHealth for eleven years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach involves a centralized team and proprietary tools to deliver customized recommendations within a defined investment framework.

Alexandria Hughes is a financial advisor at Equitable Advisors in Fort Worth, TX, with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 2016, including time when the firm operated as Axa Advisors. Outside of her advisory role, she is a property owner. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm works extensively with program sponsors and managers, offering both discretionary and non-discretionary advisory services.

Cody Hambrick is a Series 66 licensed financial advisor with Edward Jones in Fort Worth, TX. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Meagan Laux is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding a Series 66 designation and 6 years of industry experience. She has been with RBC Capital Markets since 2015 and has concurrently worked as an independent consultant for Mary Kay, focusing on cosmetic sales. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with tailored investment strategies and integrated portfolio management solutions.

Stephen Wheeler is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, Wheeler is involved in connecting buyers and sellers of collectible antique cars and serves on the endowment committee of First Baptist Colleyville’s Crosscreek Network. 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 solutions. The firm’s IPS-driven process integrates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Hopkins Knight is a Financial Advisor with Merrill Lynch Wealth Management based in the Dallas-Fort Worth Metroplex. He began his financial career in 2019 working as a personal banker at BBVA before joining Merrill Lynch as an advisor in 2022. Originally from Colorado, he relocated to North Fort Worth in 2021 with his wife. Robert specializes in providing tailored financial planning and wealth management strategies to established business owners, entrepreneurs, and first-generation immigrant families. His areas of expertise include family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, and retirement income planning. He focuses on helping clients achieve their short-, mid-, and long-term financial goals through relationship-focused service, leveraging access to Bank of America specialists for banking, credit, home financing, and small business solutions. Robert holds a bachelor's degree from the University of Colorado system and professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is fluent in English and Japanese. Outside of work, he enjoys reading, traveling, hiking, photography, dancing, pickleball, watching movies, writing, and spending time with his family. He is also active in his local communities through volunteering and participation in international cultural events.

Joseph Monty is a CFA® charterholder with 14 years of industry experience. He is currently with Morgan Stanley, having previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. He serves on the Board of Directors for First Tee – Fort Worth, a nonprofit organization, and participates in its Development and Finance Committees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by advanced modeling tools.

Whitney Welch is a financial advisor with Robert Baird & Co. in Fort Worth, TX, holding the Series 66 designation and having 8 years of industry experience. Prior to joining Baird in 2018, Welch worked at Temple Days for one year. She serves as a board member for the Benbrook Elementary School PTA. Whitney is part of The DDK Group within Baird’s Private Wealth Management department, which offers financial planning and investment management services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of portfolio strategies and emphasizes ongoing manager selection and internal research, including the use of artificial intelligence.

Thomas Oley is a financial advisor with Wells Fargo Clearing in Grapevine, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Comerica Securities, Inc. for eight years before joining Wells Fargo in 2019. His spouse owns and operates a health coaching business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is investment policy statement-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a range of financial products including insurance-related vehicles and bank deposit sweep options.

Nathan Carpenter is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has worked at Merrill since 1971 and at Bank of America, N.A. since 2011. Merrill offers managed account services through its Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies within Bank of America’s platform, providing access to a wide range of financial products and services.

Bradley Hackler is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with LPL Financial since 2011 and primarily focuses on managing his own wealth management business under the name Hackler Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives.

Lina Luu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her prior roles include positions at J.P. Morgan Securities and BBVA Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.