David White is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is an owner of a rental property in Panama City Beach, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Matthew Visker is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America and Baltimore City Public Schools. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

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 with Wells Fargo Clearing in Fort Worth, TX. He holds Series 65 and Series 63 licenses and joined Wells Fargo Clearing in 2025. His prior experience includes roles at Wells Fargo Bank, Pinnacle Bank, and First Financial Bank, along with positions in various other industries. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Randall Kirk is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Securities, JPMorgan Chase Bank, Citizens Bank, and Navy Federal Credit Union. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients, including individuals, high-net-worth clients, pension plans, and charitable organizations.

Alexandria Williams is a Series 66-licensed financial advisor with Merrill in Fort Worth, TX, with 15 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2012. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Ray Steward is a CFP® with 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also has a long-standing association with Penn Mutual Life Insurance Company. In addition to his advisory work, he operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing a range of portfolio management approaches and proprietary model strategies.

Robert Magee III is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Bank of America, Orlando Utilities Commission, and University of Central Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Dennis Venn is a financial advisor with OSAIC in Ft Worth, TX, holding 43 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 26 years. Outside of his advisory role, Venn is active as a drummer and also works as a life settlement broker and insurance agent specializing in fixed life, health, accident, and disability insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios with various securities, managing accounts on both discretionary and non-discretionary bases.

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.

Nicholas Byars is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Edward Jones, Charles Schwab, TD Ameritrade, and Apex Clearing Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Anna Malone is a financial advisor with Raymond James Financial in Tyler, TX, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has previously worked at Cetera, Regions Bank, and Southside Wealth Management. Outside of her advisory role, she is an associate at Southside Investment Services. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through risk profiling and firm research.

Allen Dennis is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Merrill since 1997 and also has experience with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Raymond Bold is a financial advisor with Raymond James Financial Services Advisors Inc. in Arlington, TX, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been a partner at Bold Financial Partners, LLC since 2012, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis, modeling tools, and firm research to develop tailored financial plans and recommendations.

Mark Connolly is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing and its related entities since 2009. 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 options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ampelio Villa is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Fidelis Elite Systems. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeffrey Bouchard is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 38 years of industry experience. He has worked at several firms, including D.A. Davidson, B. Riley Wealth Management, and Ameriprise Financial Services. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with access to various investment strategies and program structures.

Michael Sawyers is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior experience includes roles at Bank of America, Fidelity Investments, and other diverse positions outside finance. He also works part-time in the food and beverage industry at Waterproof. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Marcos Andujar is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Securities America Advisors and Arbor Point Advisors. He is also the owner of Clarity Financial Group, a financial services business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Gary Willson is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and over 26 years of industry experience. He has been with Equitable Advisors and its predecessor, 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 investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor financial solutions to client goals.