James Elder is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His prior experience includes roles at Guardian Strategies, LLC and American Advisors Group, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment services through a nationwide network of more than 23,700 financial advisors.

Charles Blauvelt is a financial advisor with Edward Jones in Arlington, TX, holding the ChFC® and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is the owner of Rock & B Ranch, a farm and ranch business involved in animal sales. 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 solutions, supported by a large network of financial advisors and branch offices across the country.

Scott Marburger is a Series 66-registered financial advisor with Edward Jones in Mansfield, TX, where he has worked since 2011. He has 14 years of industry experience and also has a background with Mortgage Service Solutions starting in 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers various discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Mohammed Ahmed is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent six years with Signet Jewelers - Jared Division. Edward Jones is a full-service wealth management firm serving over 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

J Chick is a CFP®-certified financial advisor with 27 years of industry experience, currently associated with Raymond James Financial in Fort Worth, TX. Prior to joining Raymond James, Chick spent 24 years at Edward D. Jones & Co., L.P. He is also the managing partner of Park Hill Financial Services, LLC and co-owner of a pet supply business in Aledo, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to model potential outcomes and supports a broad network of advisors and affiliated firms.

Justin Reyes is a Series 66 licensed financial advisor with Merrill in Arlington, TX, bringing 12 years of industry experience. He has been with Merrill and Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal teams and third-party managers.

Miles Sawyer Wicker is a Series 66-credentialed financial advisor with 17 years of experience, currently with Equitable Advisors since 2009. He previously worked with Axa Advisors, LLC from 2009 to 2020. Outside of his advisory role, he is involved with the Texas Dental Association Insurance Benefit and holds ownership in several business entities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a large network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and focuses on matching clients to suitable investment models and managers.

John Barret is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2012, he applies a team-based approach to assist professionals in understanding the role of wealth management early in their careers. His focus includes managing new wealth, personal retirement planning, portfolio management services, and retirement income. John works closely with clients to identify their goals, offering direction and clarity to support their financial futures. His approach emphasizes a systematic and disciplined wealth management process, leveraging both his expertise and a team of specialists experienced in credit and lending as well as trust and estate planning strategies. John prioritizes educating clients about relevant economic and financial market conditions and conducts regular reviews to ensure clients' strategies remain aligned with their evolving goals and circumstances. John earned a bachelor's degree in finance from Texas Tech University in Lubbock and an associate's degree or college diploma from Kanakuk Institute. He holds the Certified Private Wealth Advisor® (CPWA®) and Personal Investment Advisor (PIA) designations. John resides in Aledo, Texas, with his wife Ashley and their three children. Outside of work, he enjoys playing golf, hunting, fishing, and spending time at his family’s ranch.

Mitchell Nelson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he contributes to client service, relationship management, and investment goal achievement as part of the Ryan & Associates team. He specializes in education planning, family wealth management strategies, defined benefit and contribution plan services, retirement planning, philanthropic planning, and portfolio management. He holds the Series 7 and 66 FINRA registrations, as well as the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Mitchell earned a Bachelor's degree in Communications from Colorado State University in 2009. Prior to joining Merrill in June 2015, he served five years as an artillery officer in the United States Marine Corps. His military experience has influenced his approach to client care and leadership. Mitchell also has a background in retail and automotive industries, where he developed management skills and client relationships. Outside of his professional responsibilities, Mitchell is involved in supporting youth sports and serves on local boards focused on youth development. He resides in Brock with his wife Laura and their two sons, Jaxon and Hayes. His personal interests include camping, fishing, football, golfing, hunting, ice hockey, soccer, and spending time with his family.

Kaden Millard is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise, he worked at 49 Financial and has experience outside finance, including two years at Mamaka Bowls. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, customized recommendations through a centralized consulting team.

Corwyn Yeske is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He also operates CSN LLC as a network field technician on a part-time basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, utilizing a range of advisory programs including third-party asset managers and LPL-sponsored offerings.

Kerri Connellan is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 25 years of industry experience. She has worked at Morgan Stanley and its affiliated Private Bank since 2015, and previously at Barclays Capital Inc. and Lehman Brothers Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and modeling techniques as part of its process and manages approximately $2.74 trillion in client assets.

Joshua Steel is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Abbott Laboratories and Medtronic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

Scott Nordblom is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he receives non-investment compensation related to home security, automation products, and mortgage loan referrals. Primerica Advisors manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies created by external asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Brandy Monasco is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with J.P. Morgan entities since 2015. Outside of her advisory role, Monasco manages social media channels focused on animal and DIY project videos. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines quantitative and qualitative manager research to deliver asset allocation advice, investment manager searches, and customized reporting, with clients retaining final decision-making authority.

Rachel Berardi is a Series 66-licensed financial advisor at Ameriprise in Fort Worth, TX, with 10 years of industry experience. She has been with Ameriprise and its affiliates since 2016. Outside of advisory work, she is involved in independent insurance brokering and is an employee of BEEZ3 LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Brock Mitzel is a CFP® professional with 20 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has been affiliated with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG considerations in its recommendations.

Bryan Montenegro is a financial advisor at Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials with five years of industry experience. Prior to joining Equitable Advisors in 2020, he held positions at Uber, multiple dining establishments, and the University of Texas at Arlington. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Jordan Hampton is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. He has been with Raymond James since 2022 and previously worked at Nolan Catholic High School for five years. Raymond James & Associates, Inc. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Brooks Danley is a Series 66-registered financial advisor with Ameriprise in Fort Worth, TX, with 14 years of industry experience. He has been with Ameriprise since 2012. Outside of his advisory role, he is a board member of New Day Services and Covenant Classical School, and is an equity owner and franchise advisor for Beez3 LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice.