Samantha Stewart is a financial advisor with UBS Financial Services in Ft. Worth, TX. She holds a Series 66 designation and has over six years of industry experience, including prior roles at Edward Jones and experience outside the financial sector. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to client goals and risk tolerances.

Wen Cheng is a financial advisor at Merrill with seven years of industry experience. Cheng holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bradley Scott is a CFA® charterholder and holds the Series 66 designation, with 25 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2015, following six years at Hilltop Securities Inc. and eight years at Citigroup Global Markets. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive advisor-facing tools and a large network of investment adviser representatives.

Richard Petty is a CFP® and holds a Series 66 license with 13 years of industry experience. He currently works at Morgan Stanley in Fort Worth, Texas, having previously spent 12 years at RBC Capital Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that combine broad retail and institutional offerings with specialized advisory capabilities.

William Schoen is a CFP® with 23 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He has also worked at JPMorgan Chase Bank, NA since 2004. Based in Fort Worth, TX, Schoen holds the Series 66 designation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Blake Mistler is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at LPL Financial LLC, Hudson Valley Credit Union, Macy’s, and Designer Shoe Warehouse. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities relative to many institutional programs.

Tania Hossain is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2013. Outside of her advisory role, she serves as treasurer for the Yaatim Foundation, where she manages cash flow and reconciles bank statements. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Mark Grill is a financial advisor with Thrivent Investment Management in Bedford, TX, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping services separate.

Brandon Corse is a CFP® certificant with 19 years of experience in the financial industry. He has been with Edward Jones since 2006 and is based in Colleyville, TX. Outside of advising, he serves as secretary for a start-up baby products company, assisting with bookkeeping, website management, and general oversight. Edward Jones is a full-service wealth management firm serving both 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 nationwide network of more than 23,000 financial advisors.

Daniel Porter is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and offering 48 years of industry experience. He previously worked at First Allied Securities, INC. and First Allied Advisory Services, INC. from 2008 until joining Cetera in 2022. Outside of his advisory role, he is involved with Porter, Morgan & Associates, a business he has operated since 2008. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a variety of portfolio management and financial planning services across multiple program structures and custodial relationships, with assets under management exceeding $256 billion.

Jackson Mellina is a Series 66-licensed financial advisor at Equitable Advisors in Fort Worth, TX, with four years of industry experience. His prior roles include positions at Charis Resources and Mellina Animal Hospital. Equitable Advisors serves a diverse client base, including individual, institutional, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of third-party and proprietary investment models and provides ERISA fiduciary services through a network of Investment Adviser Representatives.

Kristin Hartwell is a Series 66 licensed financial advisor with 23 years of industry experience. She has worked at J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services, LPL Financial, and Ameriprise. Hartwell was also involved with the Tarrant County Democratic Party in 2020. 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. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Samuel Gruhl is a CFA® charterholder and registered investment advisor associated with Cetera in North Richland Hills, TX, with four years of industry experience. His career includes roles at Avantax Advisory Services and Avantax Investment Services prior to joining Cetera in 2025. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Gregory Clifton is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding a Series 63 designation and over 40 years of industry experience. He has been with Cambridge since 2014 and has operated his own business, Clifton Capital Partners, Inc., since 1998. Outside of advising, he serves as chairman of the board for Texas Family Musicals, a nonprofit organization, and is involved in several automotive-related businesses focused on buying, restoring, and selling collector cars. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides both discretionary and non-discretionary management through various platforms and proprietary model strategies under the Founders Gate Capital brand.

Michael Phelps is a financial advisor at Edward Jones in Colleyville, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephanie Watts is a financial advisor at Edward Jones in Fort Worth, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked in education for eight years with Arlington ISD and Monahans Wickett Pyote ISD. 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 strategies supported by a nationwide network of financial advisors and branch offices.

Howard Richardson III is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2001. Outside of his advisory role, he manages a private business, Prich 3 LLC, where he oversees corporate governance and executive decisions. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Victoria Shankle is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of her advisory role, she works as a Lyft driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Diego Hernandez is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Luther King Capital Management and JPMorgan Chase Bank, N.A. He also attended Texas Christian University’s Neeley School of Business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Patrick Browning is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at BIOS Partners, Steelhead Capital Management, and Deloitte Consulting LLP. 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 selection, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.