Patrick Bowler is a financial advisor at UBS Financial Services in Fort Worth, TX, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at TD Ameritrade, Thrivent Advisor Network DBA 49 Financial, Ben E. Keith, and Texas Christian University. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including fee-based financial planning, portfolio management, and capital markets activities.

Paul Conley is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 65 and Series 63 licenses and having two years of industry experience. His background includes service in the United States Navy for 20 years and roles at the Texas Department of Transportation and YMCA. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and supports accounts through BNY Mellon Advisors and Pershing.

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.

Taylor Steele is a CFP® with 21 years of industry experience, currently serving with Raymond James Financial in Irving, TX. He has been associated with Raymond James Financial Services, Inc. since 2005 and is also involved with Cadent Capital, LLC, where he acts as a wealth manager. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and specialized services.

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.

John Breeding is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across multiple Fidelity affiliates since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction to develop model portfolios.

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.

John Howard is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2009. Howard is also the sole proprietor of a coaching and consulting business based in Argyle, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

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.

Michael Vargas is a Planning Consultant at Fidelity Investments, where he focuses on assisting clients in developing and maintaining personalized financial plans that adapt to their changing life circumstances. He emphasizes clear, values-based guidance and aims to build long-term relationships based on trust and transparency. His approach incorporates strategic thinking and a thorough understanding of each client's distinct financial priorities. Before joining Fidelity Investments in 2022, Michael worked as a Sports Medicine Therapist at Texas Sports Medicine & Orthopedic Group from 2018 to 2022. In addition to his professional pursuits, he has personal interests that include fitness, golf, skiing, soccer, and volunteering.

Goutam Datta is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. Outside of his advisory role, he is an incorporator of the Tagore House Initiative, a nonprofit organization. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Lashundra Strother is a financial advisor at Edward Jones in Arlington, TX, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she is a partner in her son's trucking business and serves as CEO of a motivational speaking venture. 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 managed solutions and separately managed accounts, and is notable for its extensive advisor network and affiliated financial services.

Megan Lee is a Financial Consultant with experience at Fidelity Investments, where she has held various roles since 2021. Her positions have included Planning Consultant, Benefits & Planning Consultant, Workplace Planning Consultant, and Workplace Planning Associate. Megan focuses on collaborating with clients to develop, improve, and maintain financial plans tailored to their individual goals and circumstances. She holds an Arkansas Insurance License. Outside of her professional work, Megan enjoys activities such as spending time at the beach, cooking and baking, participating in family activities, exploring food, and gardening.

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.

Mitchell Thunell is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked previously at firms including Robinhood Financial, Merrill, and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.