Judd Kearby is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo since 2023, with prior experience at Guaranteed Rate, PointBank, and other firms. He is based in Fort Worth, TX. 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 from Wells Fargo Investment Institute and third-party sources.

Parker Eaton is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant, Planning Consultant, Relationship Manager, Business Development Consultant, and Client Experience Representative. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Parker focuses on understanding the financial and personal goals of his clients and their families to develop tailored financial plans designed to benefit them both now and in the future. Outside of his professional work, Parker has interests in fishing, football, golf, lake activities, snowboarding, and volunteering.

Erum Yasin is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and six years of industry experience. She has been with Merrill and Bank of America N.A. since 2013. 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.

Christa Miller is a Series 66 licensed financial advisor with Edward Jones, based in Colleyville, TX, and has three years of industry experience. Her prior roles include positions at Equitable Advisors LLC and Prosperity Bank, and she currently serves as a trustee for The Miller Family Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products through a nationwide network of advisors and branch offices.

Melissa Stewart is a financial advisor with Edward Jones in Duncanville, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Neil Grant is a CFP® professional at Robert W. Baird & Co. with 30 years of industry experience. He has been with Robert W. Baird since 2011, totaling 15 years at the firm. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management department and serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence, in client advisory.

Chloe Lewis is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank and KFORCE. Outside of her advisory work, she manages events and operations for Crystal Oaks, LLC, an event venue in Fort Worth, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and both quantitative and qualitative research.

Melissa Miller is a financial advisor with Edward Jones in Keller, TX, holding a Series 66 designation and 13 years of industry experience. She worked at Apex Clearing Corporation from 2012 to 2017 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than 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 and separately managed accounts, and operates under a fiduciary standard.

John Candy is a financial advisor with Ameriprise in Bedford, TX, holding a Series 66 designation and two years of industry experience. He has worked for several firms, including Alternative IRA Services, LLC (BitcoinIRA) from 2016 to 2022, before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm's approach includes a centralized service team that collaborates with advisors and uses proprietary research and algorithmic tools to guide asset allocation, withdrawal strategies, and Social Security claiming options.

Dennis Ramos is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Overstock Vehicles, Black Gold Harley Davidson, Giuliani Cattle Company, and Tullett Prebon Holdings. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Cole Bohner is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Champ Sports Company, Bridgepoint Consulting, and Charles Schwab. Outside of his advisory work, he plays guitar in a band on weekends. Raymond James & Associates 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, institutions, and municipal entities, offering financial planning and consulting with non-discretionary implementation decisions.

Korey Rogers is a CFP®-designated financial advisor at LPL Financial with 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Edward Jones, and Lord, Abbett & Co. LLC. Rogers is also involved with 728b Ranch, LLC, a business entity unrelated to investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Colton Good is a financial advisor with Mass Mutual Investors Services in Fort Worth, TX, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior experience includes roles at Guardian Life Insurance Company and work in political offices supporting Congressman Jodey Arrington. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as Divorce Planning and employer-sponsored planning services.

Donald Ravens Miraglia is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo in various capacities since 2003, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

David Buhr is a CFP®-designated financial advisor with LPL Financial, based in Grapevine, TX, and has 27 years of industry experience. He has been with LPL Financial since 2004, following a brief tenure at Saunders and Associates. Outside of his advisory role, he holds a Texas notary public commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions through a large network of advisors, utilizing various model portfolios and third-party strategies.

Patrick Smith is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop and implement comprehensive financial plans. He focuses on understanding the unique complexities of each client's situation to provide actionable steps aligned with their long-term goals. His professional experience includes roles as a Financial Consultant and Planning Consultant at Fidelity Investments, as well as a Workplace Planning Consultant at the same firm. Prior to joining Fidelity, he worked as a Benefits Coordinator at Aflac. Patrick holds an Arkansas Insurance License.

Natenal Tekletson is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. He has worked at Bank of America, N.A. and Merrill since 2025. Merrill, along 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, and various institutional investors.

Mackenzie Gibson is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, families, and professionals develop personalized investment strategies. She focuses on areas such as education planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Mackenzie works to build meaningful client relationships and provides guidance aimed at simplifying complex financial decisions. Mackenzie holds a Bachelor's Degree from the University of North Texas and holds the designation of Personal Investment Advisor (PIA). She draws on her expertise to help clients create clear paths toward their financial goals by uncovering what matters most to them and their families. Outside of her professional work, Mackenzie enjoys biking, gardening, horseback riding, music, photography, reading, spending time with her family, and traveling.

Gary Smith is a financial advisor with Raymond James Financial in Dallas, TX, holding a Series 63 designation and 39 years of industry experience. He has been with Raymond James Financial since 2002. Outside of his advisory role, he serves as CEO of an accounting firm, Gary C. Smith, P.C., where he reviews and prepares tax returns and compiled financial statements. Raymond James Financial Services Advisors, Inc. provides planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a large network of advisors.

Jerry Blackard is a financial advisor with Primerica Advisors in Burleson, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with PFS Investments Inc. since 1999 and with Primerica Financial Services since 1995. Outside of advisory work, he is involved in business activities related to loan product sales and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.