Erik Severson is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds a Series 66 designation and has worked with Thrivent Financial and its affiliates since 2017. He also spent time at Weatherford College in 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across retirement, tax, estate, and other areas, with options to combine planning and managed-account services under a consolidated program called “WealthPlan.”

Chase Darden is a financial advisor with MassMutual Investors Services holding Series 65 and Series 63 licenses and two years of industry experience. His prior experience includes roles at Northwestern Mutual and service in the U.S. Air Force for sixteen years. MassMutual Investors Services, LLC is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing collaborative relationships using firm-approved analytical tools, providing recommendations primarily focused on investment strategies rather than specific product selections.

Ryan Williamson is a financial advisor with Thrivent Investment Management in Fort Worth, TX. He holds a Series 66 designation and has been with Thrivent since 2025. Prior to his current role, he spent several years working in education with Village Tech Schools and Burleson ISD. Outside of advisory services, Ryan manages a family LLC related to a rental property. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based planning on various financial topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Brad Payton is a financial advisor at Edward Jones with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Bank, NA, U.S. Bank, Bb&T Bank, BBVA Compass Bank, and Southside Bank. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tara Blair is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2024. She previously worked for Lincoln Financial Advisors Corporation for 26 years. Outside of her advisory role, she is involved with Blair Capital Group LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice and account management through a large network of investment adviser representatives.

Brandon Lydick is a CFA® charterholder and financial advisor with J.P. Morgan Securities in Fort Worth, TX, bringing 19 years of industry experience. He has been affiliated with J.P. Morgan Securities and JPMorgan Chase Bank since 2010 and is involved with Daman Lydick Investments Ltd. Outside of his advisory role, he serves as a board member for the Adera Foundation, a nonprofit focused on strengthening family units in Ethiopia through education initiatives, and participates on the finance committee at White's Chapel United Methodist Church. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeffery Greathouse is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Texas Heritage National Bank, and five years of service in the United States Army Reserve. Outside of his advisory work, he owns GREEN GLACIER, LLC, a business that registers trademarks and sells t-shirts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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 data.

Joshua Murray is a financial advisor with Primerica Advisors in Azle, TX, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of his advisory role, he is a director of Joshua Murray & Associates, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Ryan Groce is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Northwestern Mutual in various wealth management and investment roles for 14 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence with quantitative and qualitative research, including ESG criteria, and leverages derivatives and commodities capabilities uncommon among institutional advisory programs.

Cal Crabtree is a financial advisor at Equitable Advisors in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Sprint Energy Services, LLC, and US Ecology Inc. He has three years of experience specifically with Equitable. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory models.

Ethan Wehrman is an advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2026 and brings experience from previous positions at Wells Fargo Bank, PNC Bank, City Bank, and Prosperity Bank. Outside of finance, he has worked in the food service industry, including roles at Nothing Bundt Cakes and Double Daves Pizza. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of brokerage and advisory services, leveraging research and analytics to support diversified investment strategies and retirement plan consulting.

Lori Gust is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been associated with J.P. Morgan Securities and its affiliated entities in various roles since 2005. Outside of her advisory work, she owns Bella Arte, a business where she photographs and sells still life photos directly to individuals. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Sidney Crose is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2003 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Rebecca Turner is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked for Equitable Advisors for 25 years before joining Cambridge Investment Research Advisors in 2014. Outside of advisory work, she is the owner and author of a publishing business that writes and sells books. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Pierre Beasley is a Series 66–licensed advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he held roles at RSM US LLP and worked at Dallas Baptist University. He has also worked for Uber/UberEats and Topgolf. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management services. The firm utilizes a variety of third-party advisory programs and fiduciary tools, providing access to mutual funds, ETFs, separately managed accounts, and alternative investments.

Latroy Higgins is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, Inc., Morgan Stanley, and Morgan Stanley Smith Barney. Higgins is based in Fort Worth, TX. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured planning tools and investment models while managing approximately $2.74 trillion in client assets.

Dewey Isom is a financial advisor at Raymond James & Associates with 40 years of industry experience. He has been with Raymond James since 2003 and holds a Series 63 designation. 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, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Emily Boydston is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management in Fort Worth, Texas. Since joining Merrill Lynch after graduating with a Bachelor of Business Administration in Finance from Mays Business School at Texas A&M University in 2008, she has worked to help clients pursue their personal financial goals. Emily manages personalized and defined investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Emily holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Plan Fiduciary Advisor® designation, and other professional credentials including the Personal Investment Advisor and Retirement Accredited Financial Advisor designations. Her areas of focus include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, retirement planning and income, philanthropic planning, portfolio management, and women and wealth. Outside of her professional role, Emily lives in Fort Worth with her husband, daughters, and two rescue dogs. She is active in her community and participates in organizations such as the Fort Worth/Tarrant County A&M Club, the Junior Woman's Club of Fort Worth, Ridglea Country Club, and the United Community Centers. Emily has served on the House and Entertainment Committee at her country club and has held leadership roles in local community groups.

Ryan Hornick is a financial advisor at Cetera with 10 years of industry experience. He has held roles at Cetera since 2019 and previously worked at Foresters Financial Services from 2016 to 2019. Hornick holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Addison Conley is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked for the City of Fort Worth and the North Texas Community Foundation. 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, institutions, pension plans, and charitable organizations, offering financial planning, consulting, and institutional advisory services.