John Mickle is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2016. 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 wide range of clients, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research support.

Melissa Self is a financial advisor at UBS Financial Services with 30 years of industry experience. She has held prior roles at Morgan Stanley and Wells Fargo Clearing before joining UBS in 2016. She holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a range of capital markets services.

Daniel Hancock 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 background includes service in the United States Army and education at the United States Military Academy and Cornell University. 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 supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Aaron Dunda is a financial advisor at LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at First Command Advisory Services and its affiliated entities from 2012 to 2026. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

Chelsea Alexander is a financial advisor with Ameriprise in Aledo, TX, holding a Series 66 designation and 17 years of industry experience. She previously worked at Bank of America and Merrill before joining Ameriprise in 2019. Alexander serves on the Board of Directors at Texas Christian University. Ameriprise offers a retirement-income planning service focused on clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Ronald Heath is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including prior tenure with Axa Advisors. Outside of his advisory work, he operates a business under the name Seebeck & Associates and works as an Uber driver. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Daniel Green is a CFP®-designated financial advisor with Edward Jones in Ft Worth, TX, where he has worked since 2003. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. 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 programs, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Stephanie Crago is a financial advisor with Edward Jones in Springtown, TX, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked at Morgan Stanley DW, Inc. from 2005 to 2024 before joining Edward Jones. Outside of her advisory role, she is involved in a woodworking business, Cragos Creations, which she plans to formalize as an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide presence. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Neander is a Series 66 licensed financial advisor with Wells Fargo Clearing in Fort Worth, TX, bringing 25 years of industry experience. His career includes roles at Merrill and various Wells Fargo entities since 2005. 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 through more than 14,000 advisors and offers both brokerage and advisory solutions.

Marcus Mainord is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2007. Outside of his advisory role, he is a partner in STMJ LLC, a recreational real estate venture. 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 uses a centralized due diligence process and offers access to derivatives and commodities capabilities through its broader regulatory registrations.

Hailey Thibodeaux is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. Her work history includes roles at MMR Group, BBP Sales, and Posh Boutique. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party managers.

Morgan Duvall is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Fort Worth, Texas. He is responsible for the wealth planning activities for his team and brings a background in Information & Operations Management from Texas A&M University. Morgan transitioned to financial advising after starting his career in supply chain management consulting, joining Merrill Lynch in 2014. Morgan earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2016 and holds additional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include education planning, family wealth management strategies, services for endowments, foundations and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, as well as women and wealth. Outside of his professional work, Morgan enjoys adventure sports, baseball, boating, camping, fishing, hunting, skiing, and spending time with his family. He is involved in community organizations such as Christ Chapel Bible Church, Ducks Unlimited, and Westside Little League.

Amanda Schrama is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has previously worked at New York Life Investments, Nuveen Asset Management, Nuveen Securities, Deutsche Asset Distributors, and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jesus Saenz is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he engages clients in financial planning conversations and works collaboratively to develop strategies that align with their future goals. His approach focuses on helping clients build, preserve, and transition wealth through comprehensive financial plans. Prior to his current role, Jesus held several positions at Fidelity Investments, including Planning Consultant from 2022 to 2024, Relationship Manager in 2022, and Financial Representative from 2021 to 2022. Before joining Fidelity, he worked as a Relationship Banker at Wells Fargo Bank, N.A. from 2016 to 2021. This experience has contributed to his expertise in financial planning and client relationship management.

Deana Butler is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at multiple firms, including SagePoint Financial and Charles R. Green & Associates, where she also serves as Vice President of Operations. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Vicki Russell is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo Bank and its affiliated clearing firm since 1999. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across a large network of advisors, providing both brokerage and advisory solutions with a focus on research-driven investment strategies.

Hillery Emms is a financial advisor with Robert W. Baird & Co. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Robert W. Baird since 2013. The DDK Group, part of Robert W. Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning, portfolio management, and brokerage services. The team customizes strategies using a mix of in-house and third-party managers, offering a range of traditional and non-traditional investment approaches.

Tyler Grant is an advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses. He began his career in the financial industry in 2023 and joined Wells Fargo Clearing in 2025. Outside of his advisory role, he has experience working with BeeHive Homes of McKinney and previously worked in the food service and education sectors. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Joshua Paigen is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at JPMorgan Securities LLC for seven years. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Kerry Knox is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he holds the title of Senior Vice President. He joined Merrill Lynch in 1999 following an 11-year career as a professional baseball player. Kerry brings a disciplined approach to financial advising, focusing on understanding each client's individual needs, concerns, and priorities. He specializes in personal retirement planning, portfolio management services, sports and entertainment, and retirement income. Kerry holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Texas Christian University, where he also played baseball for four years. In addition to his professional role, Kerry is involved in his community through volunteering with the Tara Sawyer Foundation. His personal interests include golfing, spending time with his family, and traveling.