Darren Lewis is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following six years at J.P. Morgan Securities. Outside of his advisory role, Lewis is an officer at Tride Investments, Inc., a real estate investment business based in Fort Worth, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support tailored planning.

Debra Freiheit is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its related entities since 2011. Outside of her advisory role, she owns a tax preparation business, co-owns a consulting company, and serves on the boards of Theatre Arlington and Lucky Tax Solutions Inc. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, emphasizing managed accounts and algorithmic support in its advisory process.

Andrew Ash is a financial advisor at Wells Fargo Clearing in Dallas, TX, with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of his advisory role, he is involved in managing a rental property in Fort Worth, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Michael Allen is a financial advisor with Edward Jones in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2016. 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 programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ethan Harter is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Brian Markwardt is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Tru-Test, Inc. for eleven years and was briefly involved with the Parker County Center of Hope. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Alondra Fuentes is a financial advisor with J.P. Morgan Securities in Grand Prairie, TX, holding a Series 66 designation and two years of industry experience. She previously worked at Merrill and Bank of America for ten years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joshua Peterson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Goldman Sachs and The Ayco Company, L.P./Mercer Allied. Outside of his financial career, Peterson has been involved with Peterson Golf LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joan Goodman is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity in various capacities since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery that combines proprietary research with quantitative and algorithmic methods.

Nathanael Eden is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2010. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Qurat Ul Ain Bana is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 designations. Her work background includes roles at Wells Fargo Clearing, Bank of America/Merrill Lynch, and Wells Fargo Bank, nA. Outside of her advisory work, she has worked as a sandwich artist at Subway. Wells Fargo Advisors is a national securities firm that provides 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 both brokerage and advisory solutions.

Richard Cather is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in investment management for executives, professionals, and business owners, providing personalized consultation to clients who may lack the time or resources to manage their own investments. Richard’s approach begins with establishing clear financial objectives, such as planning for a secure retirement, followed by developing strategies that consider risk and time frame. He recommends investments for client approval and oversees ongoing portfolio review and adjustments as needed. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Texas Christian University. In addition to his professional responsibilities, Richard is engaged in community service, reflecting the Merrill tradition of volunteering and participating in local organizations.

Arash Ahmadi Tehrani is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Ryan is a financial advisor at Merrill Lynch Wealth Management, holding the position of FSA. He serves clients as a Personal Investment Advisor (PIA), focusing on developing strategies to help individuals and families pursue their financial goals. William's approach centers on understanding what matters most to his clients to tailor financial plans accordingly. He earned his Bachelor's Degree from the Texas AandM University System. William's work at Merrill Lynch Wealth Management involves applying his expertise to provide personalized investment advice and wealth management solutions.

James Crouch is a financial advisor with Primerica Advisors in Irving, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2019 and was previously affiliated with Texas LawShield. Outside of his advisory role, he is the sole proprietor of A1 Handgun Training, LLC, a business focused on firearm training. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a wrap-fee investment solution rather than institutional plan management.

Mark Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies that are responsive to changing market conditions and aligned with their financial goals. Mark holds a Bachelor's Degree from the University of Texas System and has earned the Professional Investment Advisor (PIA) designation. He emphasizes building strong client relationships to provide tailored financial advice that supports long-term success. Outside of his professional work, Mark enjoys a variety of activities including baseball, fishing, football, golfing, hunting, pickleball, skiing, tennis, traveling, and spending time with his family.

Richard Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Arlington, TX, holding the ChFC® and PFS™ designations and possessing 29 years of industry experience. He has been with Raymond James since 2013 and also serves as CEO of R. Barry Johnson & Company, PC, an accounting firm. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by a broad affiliate network.

Sydney Skrobot is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Charles Schwab, Skrobot spent ten years in full-time education and held positions at Culver Academies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and integrated operational structures.

Michael Smith is a financial advisor with LPL Financial in Burleson, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, Questar Capital Corporation, Questar Asset Management, and Edward Jones. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various management strategies.

Steven Dunn is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Based in Fort Worth, TX, he has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.