Mike Bui is a financial advisor with Eagle Strategies (NY Life) in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Eagle Strategies since 2012 and with New York Life Insurance Company and NYLife Securities LLC since 1998. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailoring recommendations to client objectives across multiple program types.

Christopher Smith is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 registrations and joined the firm following a 20-year career in the U.S. Navy. His experience at First Command includes roles in insurance, brokerage, and advisory services. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. 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.

Bill Eaton is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2007. In his current role, he partners with high net worth individuals and their families to create and implement financial plans tailored to their specific needs and goals. His approach prioritizes personal service, disciplined investment strategies, and risk management techniques. Eaton's experience at Fidelity Investments spans multiple roles, including Financial Consultant, Investment Consultant, Relationship Manager, Fixed Income Specialist, and Customer Service Associate. This breadth of experience underpins his expertise in serving clients with complex financial requirements. He emphasizes building lasting relationships based on trust and superior client service.

Judd Kearby is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials. He has been in the industry since 2022, with prior work experience spanning banking and real estate-related roles. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party sources.

Parker Eaton is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant, Planning Consultant, Relationship Manager, Business Development Consultant, and Client Experience Representative. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Parker focuses on understanding the financial and personal goals of his clients and their families to develop tailored financial plans designed to benefit them both now and in the future. Outside of his professional work, Parker has interests in fishing, football, golf, lake activities, snowboarding, and volunteering.

Christa Miller is a Series 66 licensed financial advisor with Edward Jones, based in Colleyville, TX, and has three years of industry experience. Her prior roles include positions at Equitable Advisors LLC and Prosperity Bank, and she currently serves as a trustee for The Miller Family Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products through a nationwide network of advisors and branch offices.

Jack Seitz is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and has been with Baird since 2021. Prior to his advisory career, he was a student for 18 years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Chloe Lewis is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked in various roles including event management at Crystal Oaks, where she manages and supports events at an event venue in Fort Worth, TX. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a quantitative asset-allocation approach combined with centralized due diligence. The firm’s process incorporates ESG criteria and focuses on recommending approved funds and strategies on a non-discretionary basis.

Winola Roy is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles.

Alan Mccartney is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and AI tools in its research process.

Melissa Miller is a financial advisor with Edward Jones in Keller, TX, holding a Series 66 designation and 13 years of industry experience. She worked at Apex Clearing Corporation from 2012 to 2017 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

John Candy is a financial advisor with Ameriprise in Bedford, TX, holding a Series 66 designation and two years of industry experience. He has worked for several firms, including Alternative IRA Services, LLC (BitcoinIRA) from 2016 to 2022, before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm's approach includes a centralized service team that collaborates with advisors and uses proprietary research and algorithmic tools to guide asset allocation, withdrawal strategies, and Social Security claiming options.

Dennis Ramos is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Overstock Vehicles, Black Gold Harley Davidson, Giuliani Cattle Company, and Tullett Prebon Holdings. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Korey Rogers is a CFP®-designated financial advisor at LPL Financial with 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Edward Jones, and Lord, Abbett & Co. LLC. Rogers is also involved with 728b Ranch, LLC, a business entity unrelated to investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Colton Good is a financial advisor with Mass Mutual Investors Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. His work history includes roles at MML Investors Services, MassMutual Life Insurance Company, Guardian Life Insurance Company, and prior positions related to Congressman Jodey Arrington. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based strategies without discretionary investment authority.

Donald Ravens Miraglia is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns a rental property in St. Louis Park, Minnesota. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Brian Treger is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. He has more than 25 years of experience in the financial services industry, having joined Merrill Lynch in 2015 after 14 years at A.G. Edwards (now Wells Fargo Advisors). In his current role, Brian serves a diverse client base including individuals, families, business owners, and corporate executives, providing wealth management and retirement planning services. His expertise includes retirement income planning, wealth preservation, portfolio management, business succession, and multigenerational wealth transfer strategies. As a Portfolio Manager, Brian develops and manages personalized investment solutions that incorporate individual stocks and bonds, model portfolios, and third-party strategies. He also offers services such as tax loss harvesting and liquidity event planning. Brian holds several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brian earned a Bachelor's degree from Texas Christian University and is a member of the TCU Clark Society. He has been involved with the Fort Worth University Little League as a board member. Brian lives in Fort Worth with his wife and three children, and enjoys spending time with his family, golfing, and skiing.

David Pitre is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2010. 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 diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Patrick Smith is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop and implement comprehensive financial plans. He focuses on understanding the unique complexities of each client's situation to provide actionable steps aligned with their long-term goals. His professional experience includes roles as a Financial Consultant and Planning Consultant at Fidelity Investments, as well as a Workplace Planning Consultant at the same firm. Prior to joining Fidelity, he worked as a Benefits Coordinator at Aflac. Patrick holds an Arkansas Insurance License.