Tin Chak Lam is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Merrill since 2025. Prior to joining Merrill, he worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC from 2014 to 2025. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Mounce is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008, and also operates M2M Consulting Associates. Outside of his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliates of his primary firms. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven strategies managed by third-party asset managers and supports account custody through Pershing, overseeing approximately $15.5 billion in assets under management.

Berenice Galvan Padilla is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. She previously worked at Merrill, Bank of America, and Wells Fargo Bank. Outside of her advisory role, she works part-time as a delivery driver for Uber. 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.

Sam Myers is an Investment Consultant at Fidelity Investments. In this role, Sam supports clients in building and implementing personalized financial plans that align with their unique goals and values. Sam's experience at Fidelity Investments includes positions as an Investment Consultant since 2025, Relationship Manager from 2024 to 2025, and Investment Solutions Representative from 2023 to 2024. Outside of work, Sam's personal interests include fitness, reading, skiing, and traveling.

Cameron Stansbury is a financial advisor at OSAIC with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at OSAIC, SagePoint Financial, Inc., and TriOak Financial Group. He also has a background in education, having worked in a school setting for ten years. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct and manage client portfolios that may include various investment types.

Mike Roberson is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2017, progressing through various positions including Planning Consultant, Relationship Manager, Central Relationship Manager, Investment Solutions Representative, and Customer Service Advocate. Prior to joining Fidelity, Mike worked at JPMorgan Chase from 2009 to 2017 in roles such as Home Equity Mortgage Banker, Customer Assistance Specialist, and Recovery Specialist. With over a decade of experience in the financial services industry, Mike focuses on helping clients work towards their financial goals. His work involves planning for retirement, managing investments, and assisting clients in navigating complex financial decisions. His approach centers on understanding each client's unique needs and developing personalized strategies to pursue their financial success.

David Daly is a financial advisor at Edward Jones in Arlington, TX, with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to joining the firm, he was co-owner of Triangle Payment Systems, a merchant services business, from 2006 until its closure in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

William Poindexter is a financial advisor with Cetera in Irving, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been associated with various Cetera entities since 2024 and previously worked at Avantax Advisory Services and Avantax Investment Services for 18 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Sabrina Brown is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. She has worked at Merrill since 2020 and also has consulting experience with Uber as a freelance delivery services contractor. 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 plans, charitable organizations, and corporate fiduciaries.

Joseph Ludwinski is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, nA, DoorDash, and the University of North Texas. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Shannon Copeland is a financial advisor at Merrill with 21 years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2003. 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 individuals, high-net-worth clients, and various institutional investors. The firm integrates with Bank of America’s broader platform, providing access to a wide range of products and services.

Billy Yarbrough is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is an equity owner and franchise advisor at Beez3 LLC and engages in sports card sales with his son as a personal hobby. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual, non-discretionary recommendations through a centralized consulting team.

Suryakant Desai is a CFP® professional with 36 years of experience in the financial industry. He is currently with Cetera, where he has worked since 2025, including Cetera Wealth Services, LLC. His background also includes roles at Avantax Investment Services and entrepreneurial activity as a CPA through S.T. Desai, CPA. He has been involved with Cedar Valley College for several decades. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Ryan Dignum is a CFP®-credentialed financial advisor with 12 years of industry experience, currently with Raymond James Financial Services Advisors. His previous experience includes eight years at Commonwealth Financial Network and four years at First Command Financial Planning. Outside of advisory services, he also operates a tax preparation business serving approximately 50 individual clients annually. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and state and municipal entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and maintains a notable involvement in municipal and public finance through its affiliate network.

Kyle Smith is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. He has held positions at Midwestern State University and Tarrant County College prior to joining Equitable Advisors in 2025. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that incorporates LPL-sponsored programs and endorsed TAMPs.

William Davis is a financial advisor with Robert W. Baird & Co. in Aledo, Texas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Robert W. Baird since 2010. Outside of his advisory role, he serves as a board member for CPX in Dallas. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides a range of consulting and portfolio services tailored to client goals, employing both traditional and non-traditional investment strategies.

Casey Carlisle is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at QuikTrip Corp for eight years. Casey holds the Series 66 designation. 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 nationwide.

Tarannum Shams is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 designations and seven years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2015. 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, utilizing research and analytics to support its investment approach.

Brad Davis is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he focuses on developing long-term relationships with clients and their families to understand their unique situations and priorities. He works to help clients create long-term wealth plans that align with their goals. Brad has been with Fidelity Investments since 1996, holding various positions including Wealth Management Advisor, Wealth Planner, Financial Consultant, Investment Representative, Private Client Service Specialist, Premium Services Representative, Service Trading Representative, and Retirement Distribution Representative. His extensive experience spans multiple facets of financial services and wealth management. Outside of his professional responsibilities, Brad enjoys baseball, boating, spending time at the lake, and traveling.

Bryce Danley is a CFP®-designated financial advisor with Ameriprise, bringing 29 years of industry experience. He has been with Ameriprise since 2005, including six years in his current role. Outside of his advisory work, Danley is involved in several business ventures, including ownership in Beez3, LLC, a home media systems franchise, and serves on the boards of multiple nonprofit organizations such as Academy 4, Armlynk International, and Uncharted Ministries. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored recommendations and provides a broad range of advisory, brokerage, and insurance solutions.